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 Delahanty is a financial advisor registered with MML Investors Services, LLC in The Villages, Florida. James has been in the securities industry since February 16, 1995. James also provides financial planning and other services for individuals and businesses. James has a Series 7, Series 6, Series 63, and Series 66 license. James is also registered in Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Vermont, and Washington.
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
FL
09/10/2021 - Present
MML Investors Services, LLC (The Villages FL)
NY
02/17/1995 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
02/17/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
BOTH
Issued 04/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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