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 Klodosky is a financial advisor who has been in the industry since 1992. James is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Prior to that, James worked at Securities America, Inc. for nearly 10 years. James has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. James is a graduate of the University of Texas at Austin and holds the Series 6, 7, 63 and 65 licenses as well as the SIE. James is a Personal Financial Specialist and has a strong background in tax planning and preparation.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (SUGAR LAND TX)
TX
11/24/2014 - 06/14/2024
SECURITIES AMERICA, INC. (SUGAR LAND TX)
TX
07/22/1998 - 11/21/2014
1ST GLOBAL CAPITAL CORP. (BELLAIRE TX)
TX
01/09/1992 - 07/28/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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