Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Bell is a financial advisor with MML Investors Services, LLC, located in Franklin, Tennessee. James has been in the financial services industry since February 3, 2019. James holds Series 7TO, SIE, and Series 66 licenses and is a Certified Financial Planner. James has previously worked at Park Avenue Securities LLC. James is registered to provide investment advisory services in Tennessee. James specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and pension consulting. James also offers asset allocation programs and selection of other advisors. James is also a registered life and health insurance agent.
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
TN
12/16/2019 - Present
MML Investors Services, LLC (Franklin TN)
TN
02/04/2019 - 01/14/2020
PARK AVENUE SECURITIES LLC (FRANKLIN TN)
BOTH
Issued 04/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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