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 Phelan is a financial advisor currently registered with Osaic Wealth, Inc. in Blackfoot, Idaho. James has been in the financial services industry since 1997 and has held previous positions with Cantella & Co., Inc., Cambridge Investment Research, Inc., and Broker Dealer Financial Services Corp. James is a Series 7, Series 63, and Series 65 licensed advisor and has a strong background in investment planning, portfolio management, and insurance brokerage. James offers a wide range of services to individuals, families, and businesses. He is passionate about helping clients achieve their financial goals and believes in building long-term relationships based on trust and transparency.
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
ID
10/19/2022 - Present
Osaic Wealth, Inc. (BLACKFOOT ID)
ID
08/07/2020 - 10/25/2022
CANTELLA & CO., INC. (Blackfoot ID)
ID
10/20/2018 - 07/09/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Pocatello ID)
ID
01/02/2004 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (POCATELLO ID)
UT
01/05/2001 - 12/31/2003
INVESTMENT MANAGEMENT CORPORATION (BOUNTIFUL UT)
CA
08/25/1997 - 01/04/2001
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 10/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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