Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Verdi is a financial advisor with over 20 years of experience in the industry. James is a Certified Financial Planner and has a Series 7, Series 24, Series 31, and Series 66 licenses. James works at Osaic Wealth, Inc. and is registered to provide investment advice in several states including Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. James also holds a life insurance license through Synergy Wealth Strategies. James has extensive experience in providing financial planning, pension consulting, educational seminars, and portfolio management services for both individuals and businesses.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (SMITHTOWN NY)
NY
08/19/2005 - 10/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SMITHTOWN NY)
NY
04/07/2000 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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