Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Clark is a financial advisor in TRENTON, MI, and is currently registered with Osaic Wealth, Inc. James has been in the industry since January 14, 1989. James has a strong track record of experience and knowledge. James offers a variety of services to clients, including financial planning, pension consulting, educational seminars, and portfolio management.
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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MI
11/03/2023 - Present
Osaic Wealth, Inc. (TRENTON MI)
MI
12/02/2005 - 11/03/2023
FSC SECURITIES CORPORATION (TRENTON MI)
LA
12/16/2001 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
07/20/1999 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
OH
04/05/1995 - 07/22/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NJ
06/03/1988 - 08/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/03/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 08/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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