Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Nuzzi is a financial advisor with over 40 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. in California and New Jersey and has been working for them since 2025. James previously worked for Hornor, Townsend & Kent, Inc. from 1983 to 2014 in New Jersey. James is a Chartered Financial Consultant and offers a wide range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. James has a proven track record of success in helping clients achieve their financial goals and can provide guidance on a variety of financial planning needs.
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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CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
NJ
09/29/1983 - 03/06/2014
HORNOR, TOWNSEND & KENT, INC. (FRANKLIN LAKES NJ)
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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