Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Schomburg is a financial advisor with Pacific Select Distributors, LLC. James is registered with the state of Delaware. James has been working in the financial services industry since 2001 and holds a Series 7, Series 63, Series 24 and Series 51 licenses. James previously worked for Phoenix Equity Planning Corporation and Liberty Funds Distributor, Inc.
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.
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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CA
04/15/2004 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CT
05/28/2002 - 10/13/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
10/02/2000 - 04/16/2002
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BC
Issued 10/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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