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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Beryl Giltner is a registered investment advisor representative with MML Investors Services, LLC. James has been in the industry since 1982 and has experience in both investment advisory and brokerage services. James is registered with the state of Ohio as an investment advisor representative and a broker-dealer representative. James has a Series 6, 7, 22, and 63 license, as well as a SIE license. James is also registered in New York. James specializes in individual life, health, group life, group health, group disability insurance, and structured settlements. James offers financial planning, pension consulting, educational seminars, and asset allocation programs. James has been affiliated with MassMutual Life Insurance Co. and MML Investors Services, LLC.
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
OH
01/09/2015 - Present
MML Investors Services, LLC (Akron OH)
OH
06/01/2005 - 12/01/2014
AXA ADVISORS, LLC (INDEPENDENCE OH)
NY
07/06/1982 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 09/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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