Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Muro is a financial advisor in Red Bank, New Jersey with over 30 years of experience. James has been registered with Equity Services, Inc. since 2013. James is a Certified Financial Planner and a Chartered Financial Consultant. James is licensed to offer securities advice and investment management services in 14 states. James's firm is registered to provide investment management services, financial planning services, and other services to individuals, pension and profit-sharing plans, high-net-worth individuals, charitable organizations, corporations and other businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/17/2013 - Present
Equity Services, Inc. (RED BANK NJ)
NY
09/21/1992 - 12/19/2013
METLIFE SECURITIES INC. (STATEN ISLAND NY)
NJ
09/21/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TINTON FALLS NJ)
IA
Issued 09/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Muro is the right advisor for you? Invested Better is here to help.
