Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Santo is a financial advisor with MML Investors Services, LLC, working in the Salem, New Hampshire office. James has been a financial advisor since 1995 and has a wide range of experience working with individuals and families, corporations and businesses, and charitable organizations. James is licensed and registered with the state of Massachusetts and New Hampshire. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NH
06/21/2016 - Present
MML Investors Services, LLC (Salem NH)
NH
01/02/2015 - 06/22/2016
METLIFE SECURITIES, INC (Salem NH)
NH
02/24/2014 - 01/02/2015
NEW ENGLAND SECURITIES (Salem NH)
NH
01/31/2013 - 11/12/2013
PRINCOR FINANCIAL SERVICES CORPORATION (SALEM NH)
NH
02/22/2010 - 12/31/2012
PRINCOR FINANCIAL SERVICES CORPORATION (SALEM NH)
NH
05/05/1995 - 02/12/2010
NATIONWIDE SECURITIES, LLC (SALEM NH)
BC
Issued 04/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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