Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hudson Ross is a registered representative with MML Investors Services, LLC. James has been in the financial services industry since August 16, 1985. James is registered with the state of Tennessee and holds Series 6, 7, 22, 63 and 66 licenses. James is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and asset allocation programs for individuals, businesses, and pension plans. James is also a licensed life and health insurance agent and has been in the insurance business since 1989. James' previous experience includes working with G. R. Phelps & Co., Inc.
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
10/30/2018 - Present
MML Investors Services, LLC (Columbia TN)
TN
03/01/1996 - 02/13/2015
MML INVESTORS SERVICES, LLC (COLUMBIA TN)
NA
03/11/1982 - 03/01/1996
G. R. PHELPS & CO., INC.
BOTH
Issued 09/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Ross is the right advisor for you? Invested Better is here to help.
