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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bentley is a financial advisor with Osaic Wealth, Inc. based in FLINT, MI. James has been in the financial services industry since February 1, 1999. James holds the Series 7, Series 63 and Series 66 securities licenses, as well as the SIE exam. James specializes in providing financial planning, pension consulting, and educational seminars for individuals, businesses, and pooled investment vehicles. James has experience with Cetera Advisors LLC and Questar Capital Corporation.
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
MI
02/14/2024 - Present
Osaic Wealth, Inc. (FLINT MI)
MI
12/14/2006 - 03/04/2024
CETERA ADVISORS LLC (FLINT MI)
MI
04/29/2002 - 12/14/2006
QUESTAR CAPITAL CORPORATION (SWARTZ CREEK MI)
IL
02/02/1999 - 05/08/2002
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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