Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim Doyle is a financial advisor at Osaic Wealth, Inc. Jim has been in the financial services industry since 1998. Jim has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Jim's areas of expertise include financial planning, portfolio management, and pension consulting.
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
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IN
03/19/2012 - 04/08/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WEST LAFAYETTE IN)
IN
02/25/2011 - 11/02/2011
PNC INVESTMENTS (FORT WAYNE IN)
IN
07/13/2006 - 03/17/2009
CHARLES SCHWAB & CO., INC. (FORT WAYNE IN)
IN
07/14/2005 - 07/10/2006
ALLSTATE FINANCIAL SERVICES, LLC (FORT WAYNE IN)
WI
04/06/2005 - 07/01/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
TX
07/07/1998 - 09/02/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/06/1997 - 01/14/1998
SMITH BARNEY INC. (NEW YORK NY)
TX
05/03/1995 - 05/19/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
12/22/1992 - 11/02/1993
AMERINATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 07/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2014
Series 4 - Registered Options Principal Examination
BC
Issued 02/07/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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