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 Panter is a financial professional with over 25 years of experience in the industry. James has a strong background in investment products and variable contracts, demonstrated by his Series 6 license, which he earned in 1993. In recent years, James has expanded his expertise by obtaining his Securities Industry Essentials (SIE) license and Series 63 registration. James has worked with a variety of firms over the years, including Signator Investors, Inc., Signator Financial Services, Inc., and Beneficial Investment Services, Inc. Currently, James is a registered representative with Osaic Wealth, Inc. James's experience and credentials make him a valuable resource for investors seeking financial guidance.
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.
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2
GA
11/02/2018 - Present
Osaic Wealth, Inc. (BLUE RIDGE GA)
GA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (BLUE RIDGE GA)
GA
11/23/2009 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
02/25/2009 - 11/23/2009
BENEFICIAL INVESTMENT SERVICES, INC. (BLUE RIDGE GA)
GA
07/30/2003 - 02/26/2009
FSC SECURITIES CORPORATION (BLUE RIDGE GA)
AL
08/13/1993 - 08/11/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 09/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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