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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 C Schmitt is a licensed investment advisor representative with Bankers Life Advisory Services, Inc.. James is registered in multiple states and has been in the financial industry for over 18 years. James specializes in investment management, financial planning and educational seminars for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
PA
05/27/2022 - Present
Bankers Life Advisory Services, Inc. (Mechanicsburg PA)
IA
Issued 05/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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