Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Gray is a financial advisor with over 25 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advisory services in New York. James has a diverse background, having previously worked with The Lincoln National Life Insurance Company, American Portfolios Financial Services, Inc., and Nathan & Lewis Securities, Inc. James is committed to providing personalized financial advice and strategies to help clients achieve their financial goals.
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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NY
01/24/2025 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
IN
06/16/2004 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
09/07/2001 - 06/03/2004
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
08/21/1997 - 09/18/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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