Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Walter Skorupski is a financial advisor with over 30 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and has a wide range of experience in the financial services industry. James has held previous positions with Woodbury Financial Services, Inc., Capital One Investing, LLC, Capital One Investment Services LLC, Chevy Chase Financial Services, SunTrust Securities, Inc., Crestar Securities Corporation, Washington Square Securities, Inc., and NYLife Securities Inc. James holds the Series 63, 66 and 7 securities licenses. James holds designations that include Financial Advisor, Investment Advisor Representative, and Insurance Agent. James provides financial planning, portfolio management, and investment advisory services. James is a dedicated and experienced professional committed to helping clients reach 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
VA
01/19/2024 - Present
Osaic Wealth, Inc. (RESTON VA)
VA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RESTON VA)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
04/27/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
04/01/2003 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
GA
05/26/2000 - 11/22/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
03/25/1998 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
CT
02/04/1998 - 03/10/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
06/04/1990 - 02/05/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
10/25/1989 - 01/19/1990
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 07/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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