Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames John Oboyle is a financial professional with over 20 years of experience in the industry. James currently works with MML Investors Services, LLC and is registered to provide investment advice in Pennsylvania and Texas. James has held positions with a number of other firms including MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and PRUCO SECURITIES CORPORATION. James holds a variety of licenses and certifications including the Series 6, 7, 9, 10, 24, 26, and 63 securities licenses as well as the SIE exam. James is also a Chartered Financial Consultant.
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
PA
10/29/2018 - Present
MML Investors Services, LLC (MOOSIC PA)
PA
11/08/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOOSIC PA)
PA
11/08/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MOOSIC PA)
NJ
03/13/1996 - 10/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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