Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Godwin is a financial advisor with over 20 years of experience in the industry. James has been registered with the state of Arizona since 2003, and is also registered in Colorado, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Virginia, and Washington. James Godwin holds a Series 66, Series 24, SIE, and Series 7 licenses. James Godwin is currently employed by Osaic Wealth, Inc. James has also been employed by American Express Financial Advisors Inc. and IDS Life Insurance Company. Osaic Wealth, Inc. is a financial advisory firm that provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Osaic Wealth, Inc. manages over $94 billion in assets.
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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AZ
08/15/2003 - Present
Osaic Wealth, Inc. (TUCSON AZ)
MN
10/24/2001 - 01/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/24/2001 - 01/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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