Unclaimed
Tyler Ryan James is a financial advisor with Osaic Wealth, Inc. Tyler has been in the industry since 2004 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Tyler holds both Series 6 and Series 65 licenses, as well as a Series 63 license. Tyler is registered in 21 states and is an active member of the financial community. In addition to his work at Osaic Wealth, Inc., Tyler is also a board member of the Logan Rogersville Educational Foundation and is on the investment committee of Harmony House.
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
MO
01/19/2024 - Present
Osaic Wealth, Inc. (SPRINGFIELD MO)
MO
01/08/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
01/25/2006 - 01/14/2015
NYLIFE SECURITIES LLC (SPRINGFIELD MO)
WI
01/05/2004 - 12/31/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 10/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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