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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 Robert Sickorez is a financial advisor registered with the state of Massachusetts and California. James has been in the financial services industry since 1998 and currently works at On Investment Management Co. James holds Series 6, 63, and 65 licenses as well as the SIE. Prior to On Investment Management Co., James worked at Signator Investors, Inc. and Osaic Wealth, Inc. James is a licensed insurance agent and provides college planning services. James also has experience in domain name sales and affiliate marketing. James's clients consist primarily of individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. James provides financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
MA
01/13/2025 - Present
ON Investment Management Co. (Rockland MA)
MA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROCKLAND MA)
MA
08/11/2006 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (ROCKLAND MA)
MA
09/21/2004 - 07/18/2006
INVEST FINANCIAL CORPORATION (ROCKLAND MA)
NE
10/31/2003 - 12/15/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
08/06/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
10/12/2001 - 08/08/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/12/2001 - 08/08/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
09/27/1996 - 04/18/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 01/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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