Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bryan Daniel has been in the financial services industry since May 3, 1999. James is currently registered with MML Investors Services, LLC, and has been with them since March 25, 2017. James is also registered as an Investment Advisor Representative in North Carolina. Prior to working with MML Investors Services, James worked with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. James is a Series 6, 7, 63, and 65 licensed representative, and also holds the Securities Industry Essentials Examination (SIE).
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
NC
03/25/2017 - Present
MML Investors Services, LLC (Winston Salem NC)
NC
12/14/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Winston Salem NC)
NC
12/14/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENSBORO NC)
GA
05/04/1999 - 01/08/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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