Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alexander Skorupsky is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the financial services industry since February 9, 1991. James holds Series 7, Series 63 and Series 65 licenses and is registered with the Financial Industry Regulatory Authority (FINRA). James is currently licensed in Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas and West Virginia. James also provides investment advisory services in Pennsylvania and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., James was employed by MML Investors Services, LLC, CUSO Financial Services, L.P., Invest Financial Corporation, PNC Investments, AXA Advisors, LLC, IFMG Securities, Inc., M&T Securities, Inc., Dreyfus Investment Services Corporation, Dreyfus Financial Services Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, NYLIFE Securities Inc., and Clover Securities Corp. James specializes in providing financial services to individuals, corporations, businesses, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/01/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BETHLEHEM PA)
NJ
03/23/2015 - 09/21/2016
MML INVESTORS SERVICES, LLC (Ewing NJ)
NJ
07/11/2011 - 12/31/2014
CUSO FINANCIAL SERVICES, L.P. (EWING NJ)
PA
10/15/2010 - 05/04/2011
INVEST FINANCIAL CORPORATION (HATBORO PA)
PA
05/14/2007 - 10/15/2010
PNC INVESTMENTS (ABINGTON PA)
PA
08/09/2005 - 04/24/2007
AXA ADVISORS, LLC (BALA CYNWYD PA)
NY
06/23/2004 - 07/18/2005
IFMG SECURITIES, INC. (PURCHASE NY)
MD
10/16/2001 - 06/23/2004
M&T SECURITIES, INC. (BALTIMORE MD)
PA
02/14/1994 - 09/24/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
06/17/1997 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
IN
08/05/1992 - 02/03/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/05/1992 - 02/03/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
09/05/1991 - 06/19/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
11/21/1989 - 08/14/1991
CLOVER SECURITIES CORP.
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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