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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Marie James is a financial advisor with Osaic Advisory Services, LLC. Kim has been a registered representative and an investment advisor representative for over 25 years. Kim has experience in providing financial planning, portfolio management, and pension consulting services. Kim is a Certified Financial Planner and a Personal Financial Specialist. Kim's previous experience includes working with Triad Advisors, LLC and FSC Securities Corporation. Kim has a strong commitment to providing her clients with personalized financial advice and services.
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
GA
05/06/2022 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
FL
06/08/2012 - 08/23/2024
TRIAD ADVISORS LLC (WEST MELBOURNE FL)
FL
08/01/1997 - 10/06/2006
FSC SECURITIES CORPORATION (PEMBROKE PINES FL)
IA
Issued 09/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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