Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Walling Kuekan is a financial professional with over 40 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. in New Hampshire. Previously, James was registered with The Lincoln National Life Insurance Company in Indiana and with Veravest Investments, Inc. in Massachusetts. James is a Chartered Financial Consultant. James holds a Series 1, 7TO, and SIE license and has passed the Series 63 and 65 examinations. James is also a licensed insurance agent in Massachusetts and a licensed insurance broker in Massachusetts. James specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
1
2
NH
01/24/2025 - Present
Osaic Wealth, Inc. (LACONIA NH)
IN
12/18/2003 - 05/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/26/1975 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 02/12/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure James Kuekan is the right advisor for you? Invested Better is here to help.
