Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Menis is a financial professional with over 18 years of experience in the industry. James has worked with MML Investors Services, LLC since 2017 and has also held previous positions with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. James has a strong track record of providing financial advice to individuals, families, and businesses. James specializes in helping clients achieve their financial goals by providing a range of services, including financial planning, investment management, and retirement planning.
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
NC
02/10/2023 - Present
MML Investors Services, LLC (SALISBURY NC)
NC
04/11/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SALISBURY NC)
NC
04/11/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SALISBURY NC)
IA
Issued 07/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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