Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames T Dunn is a financial advisor with Osaic Wealth, Inc. located in MARLTON, NJ. James has been in the financial services industry since 2017. James specializes in providing financial planning and portfolio management for individuals, businesses, and pension consulting. James has passed the Securities Industry Essentials Examination and the General Securities Representative Examination.
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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NJ
06/14/2024 - Present
Osaic Wealth, Inc. (MARLTON NJ)
NJ
11/16/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MARLTON NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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