Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lauzon is a financial professional with over 35 years of experience in the industry. James is currently a Registered Representative for Osaic Wealth, Inc. based in Dedham, Massachusetts. James has been active in the financial services industry since 1989 and has a proven track record of success. James is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals. James holds the Series 6, 7, 22, 24, 63, and 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/14/2024 - Present
Osaic Wealth, Inc. (DEDHAM MA)
MA
02/01/2021 - 06/14/2024
SECURITIES AMERICA, INC. (DEDHAM MA)
PA
08/14/2018 - 06/07/2019
CHESTERBROOK CAPITAL (BERWYN PA)
CT
06/03/2010 - 12/21/2017
WOODBURY FINANCIAL SERVICES, INC. (GLASTONBURY CT)
MA
09/17/2009 - 06/09/2010
MML INVESTORS SERVICES, INC. (BOSTON MA)
CT
07/23/1987 - 09/03/2009
NYLIFE SECURITIES LLC (AVON CT)
BOTH
Issued 10/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Lauzon is the right advisor for you? Invested Better is here to help.
