Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Winfield Willson is a financial advisor with Osaic Wealth, Inc. based in Orchard Park, NY. James has over 37 years of experience in the financial services industry and is registered to provide investment advice in 22 states. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Prior to joining Osaic Wealth, Inc., James worked at FSC Securities Corporation and Raymond James Financial Services, Inc.
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
11/03/2023 - Present
Osaic Wealth, Inc. (ORCHARD PARK NY)
NY
01/31/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ORCHARD PARK NY)
NY
03/17/2005 - 02/02/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLARENCE NY)
MO
11/24/1992 - 03/22/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/19/1991 - 08/18/1992
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
12/19/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NY
07/26/1985 - 01/30/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/21/1985 - 07/24/1985
BRODIS SECURITIES INCORPORATED
NA
02/25/1985 - 03/20/1985
APPLE FINANCIAL CORPORATION
BC
Issued 05/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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