Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ellowitch is a financial advisor with Osaic Wealth, Inc. James has been in the industry since 1968 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. James is registered with the state of New Jersey and holds a Series 63, Series 65, and Series 24 license. James is also a Chartered Financial Consultant. James has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.
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
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (FAIRFIELD NJ)
NJ
10/21/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FAIRFIELD NJ)
NJ
10/01/2010 - 10/25/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (PARAMUS NJ)
NJ
05/03/1999 - 09/30/2010
PARK AVENUE SECURITIES LLC (FAIRFIELD NJ)
NY
01/10/1985 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
04/19/1982 - 03/12/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/08/1974 - 05/14/1982
GLICOA ASSOCIATES, INC.
NA
10/07/1968 - 02/08/1974
GLICOA ASSOCIATES, INC.
IA
Issued 03/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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