Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael McWilliams is a financial advisor registered with Osaic Wealth, Inc. based in GARDEN CITY, NY. James has been in the financial services industry since 1988 and has experience providing financial advice to a variety of clients including individuals, families, businesses, and charitable organizations. James has earned the Certified Financial Planner designation and has a strong track record of helping clients reach their financial goals. James is registered to provide investment advisory services in a number of states including New York, Connecticut, Florida, Georgia, North Carolina, Tennessee, and South Carolina.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (GARDEN CITY NY)
NY
06/18/1990 - 06/15/1998
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NA
11/25/1987 - 06/28/1990
GLOBAL CAPITAL SECURITIES, INC.
NY
10/26/1989 - 06/22/1990
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
BC
Issued 11/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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