Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Muchard is a financial advisor with over 25 years of experience in the industry. He has a strong track record of success in providing financial advice and investment management services. Muchard is currently registered with Osaic Wealth, Inc. in California and New York. He previously worked at Securities America, Inc. and Invest Financial Corporation. Muchard is a Certified Financial Planner (CFP®). He is also a registered representative with FINRA and a licensed investment advisor in multiple states. Muchard specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and small businesses. James Muchard is dedicated to helping his clients achieve their financial goals. He takes a personalized approach to financial planning, and works closely with his clients to develop a customized plan that meets their unique 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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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
12/02/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
06/23/2011 - 12/04/2017
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
NY
08/31/1998 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER NY)
IA
Issued 12/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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