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James P Agrawal is a financial_advisor professional located in Poughkeepsie, NY. They specialize in financial advisory. With over 40 years of experience, they bring deep expertise to every client.
James P Agrawal - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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James P Agrawal is a financial advisor based in Poughkeepsie, NY, operating through Osaic Wealth, Inc. With 40 years in the financial services industry, he brings extensive experience to client relationships. His FINRA CRD registration (License #1409334) indicates his involvement in the securities and investment advisory sector, subject to regulatory oversight by the Financial Industry Regulatory Authority.
A FINRA CRD (Central Registration Depository) license number signals that James P Agrawal is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment advisors in the United States. This registration means he operates under FINRA's regulatory framework and compliance requirements, which govern activities related to securities sales, investment advice, and financial products. Clients can verify his registration status and disciplinary history through FINRA's public database.