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James E
ChFC®, Series 63, Series 65
Fairfield, NJ
OSAIC
James Ellowitch is a financial advisor with OSAIC who holds the ChFC® designation as well as Series 63 and Series 65 licenses, bringing 57 years of industry experience. His prior work includes twelve years at Lincoln Financial Advisors and one year at SagePoint Financial, Inc. He also provides expert witness services for insurance-related matters and serves as managing member of a firm that sells and services group insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various portfolio management approaches that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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