Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Oplotnik is a financial advisor at Access Advisory Group LLC, a registered investment advisor firm located in Oklahoma City, OK. James has over 35 years of experience in the financial services industry. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals and families, corporations, and businesses. James holds the Series 6, 7, 22, 26, 63 and SIE licenses and is a Certified Financial Planner. James is also a licensed insurance agent. James is committed to helping his 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.
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
OK
12/11/2012 - Present
Access Advisory Group LLC (OKLAHOMA CITY OK)
TX
01/03/1994 - 01/28/1997
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CA
10/01/1991 - 01/04/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
09/10/1986 - 10/16/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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