Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Branch Laneave is a financial advisor with over 35 years of experience in the financial services industry. James currently works for Osaic Wealth, Inc. in Richmond, Virginia. Previously, James worked for various firms, including Securities America, Inc., Investcorp, Inc., Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., Synergy Investment Group, LLC, SII Investments, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Titan/Value Equities Group, Inc., Fortis Investors, Inc., Transamerica Securities Sales Corporation, and Transamerica Financial Resources, Inc. James provides financial planning, pension consulting, and educational seminars. James is a registered representative of Osaic Wealth, Inc. and is licensed in Delaware, Florida, Georgia, Illinois, Maine, New York, North Carolina, Pennsylvania, South Carolina, and Virginia.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (Richmond VA)
VA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Richmond VA)
VA
03/26/2018 - 07/17/2020
INVESTACORP, INC. (Richmond VA)
VA
09/02/2015 - 04/04/2018
SUMMIT BROKERAGE SERVICES, INC. (RICHMOND VA)
VA
04/22/2009 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (RICHMOND VA)
VA
07/13/2004 - 03/19/2009
SYNERGY INVESTMENT GROUP, LLC (RICHMOND VA)
WI
03/17/1997 - 06/30/2004
SII INVESTMENTS, INC. (APPLETON WI)
MA
07/02/2001 - 08/10/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/02/2001 - 08/10/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
03/05/1993 - 04/02/1997
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
04/05/1991 - 03/06/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
03/06/1987 - 12/12/1989
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
09/18/1985 - 10/31/1988
TRANSAMERICA FINANCIAL RESOURCES, INC.
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/9/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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