Unclaimed
James Michael Gossett is a financial advisor with over 25 years of experience in the industry. James Michael is currently registered with LPL Financial LLC in Champaign, Illinois. James Michael has been with LPL Financial LLC since 2001, and also works as a registered representative of the firm. James Michael has previously held positions with NatCity Investments, Inc. and NatCity Insurance Services, Inc.. James Michael has held licenses in a variety of states. James Michael is also a registered investment advisor. James Michael has a long history of working with individuals, businesses, and charitable organizations. James Michael offers a range of services, including financial planning, portfolio management, and investment consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/13/2014 - Present
LPL Financial LLC (CHAMPAIGN IL)
OH
07/22/1998 - 01/16/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
06/11/1997 - 01/16/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IA
Issued 05/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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