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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 Steckel is a financial advisor with over 20 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and provides financial planning, portfolio management, and pension consulting services. James has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. James is also a Certified Financial Planner and has obtained his Series 6, Series 7, Series 63, Series 65, and SIE licenses. James is committed to providing clients with personalized financial advice and guidance to help them 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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2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (ALLENTOWN PA)
PA
03/06/2008 - 12/31/2010
HORNOR, TOWNSEND & KENT, INC. (BREINIGSVILLE PA)
GA
09/03/2003 - 06/30/2006
CONSUMER CONCEPTS INVESTMENTS, INC. (AUSTELL GA)
PA
01/21/1997 - 08/27/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 07/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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