Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Houston Ehrett is a financial advisor with MML Investors Services, LLC, a firm with a strong focus on asset allocation programs and providing financial planning services. James has been in the financial services industry since 1982, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds the Series 6 and Series 63 licenses. James has worked in the past with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. James specializes in working with high-net-worth individuals, insurance companies, pension and profit-sharing plans, corporations and other businesses, and individuals.
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
03/25/2017 - Present
MML Investors Services, LLC (MEMPHIS TN)
TN
05/12/1987 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Memphis TN)
TN
12/23/1982 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CORDOVA TN)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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