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James Allen MacRunnels

Chelsea Financial Services

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About James Allen MacRunnels

James Allen MacRunnels is a financial advisor with Chelsea Financial Services. James has been in the financial services industry since August 1993 and has a broad range of experience, having worked at several firms before joining Chelsea Financial Services. James holds the Series 6 and Series 63 licenses.

Firm Information

James MacRunnels is currently registered with Chelsea Financial Services. Chelsea Financial Services is a corporation formed on May 5, 1999. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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James MacRunnels’s Registration & Firm History

NY

03/31/2023 - Present

Chelsea Financial Services (STATEN ISLAND NY)

IL

01/03/2008 - 05/01/2023

INVESTMENT PLANNERS, INC. (Sycamore IL)

IL

10/01/2002 - 12/31/2007

AMERICAN GENERAL SECURITIES INCORPORATED (ELBURN IL)

TX

07/09/2001 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

AZ

09/19/1996 - 07/23/1997

MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)

NJ

09/13/1989 - 09/27/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

09/13/1989 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for James Allen MacRunnels. Review regulatory record here.
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