Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Gianakopoulos is a financial advisor with over 40 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and previously held registrations with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. James has a wide range of experience in the financial industry, including expertise in Investment Company Products, Direct Participation Programs, and Securities Industry Essentials. James is a highly qualified professional, holding both Series 63 and 65 licenses and has earned Series 1, 6TO and 22TO licenses.
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.
1
2
MI
11/02/2018 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
10/06/1980 - 11/02/2018
SIGNATOR INVESTORS, INC. (STERLING HEIGHTS MI)
MA
10/06/1980 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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