Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Corey Summerlin is a financial advisor with Guidestone Financial Services, based in Dallas, TX. James has been in the financial industry since 2003. James is a Series 6, Series 63, and SIE licensed professional, and is registered with FINRA. James's previous experience includes positions at TIAA-CREF Individual & Institutional Services, LLC and Vanguard Marketing Corporation.
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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2
TX
05/06/2024 - Present
Guidestone Financial Services (DALLAS TX)
NC
01/06/2005 - 11/06/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
09/17/2002 - 11/11/2004
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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