Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Adducci is an active advisor in the financial industry with a focus on providing comprehensive financial planning services. James holds both Series 6 and 63 licenses as well as a Certified Financial Planner designation. He is a partner at Adducci Vega Financial Group, LLC, and also serves as the Comptroller for the Village of Crestwood. James has been working in the financial services industry since 2005, and has experience working for Woodbury Financial Services, Inc. and H.D. Vest Investment Services. James currently works for Osaic Wealth, Inc., which is a national firm providing investment advisory and financial planning services to individuals, families, businesses, and institutions.
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
IL
10/02/2024 - Present
Osaic Wealth, Inc. (PALOS HEIGHTS IL)
IL
10/29/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LOMBARD IL)
IL
10/20/2005 - 11/25/2008
H.D. VEST INVESTMENT SERVICES (OAK FOREST IL)
BC
Issued 11/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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