Unclaimed
James John Scureman is a financial advisor who has been in the industry since 1982. James is currently registered with MML Investors Services, LLC and has been with the firm since 2017. James has previously worked at MSI Financial Services, Inc., New England Securities, EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. James holds Series 6, SIE, and Series 63 licenses. James specializes in retirement planning, college savings, estate planning, insurance, and investments. James also provides financial planning services for individuals, businesses, and trusts. James is dedicated to helping clients reach their financial goals.
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
03/25/2017 - Present
MML Investors Services, LLC (Cranberry Township PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
06/08/1999 - 01/02/2015
NEW ENGLAND SECURITIES (PITTSBURGH PA)
NA
09/18/1990 - 06/01/1999
EQ FINANCIAL CONSULTANTS, INC.
NA
09/18/1990 - 06/01/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NY
10/22/1982 - 06/01/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/22/1982 - 06/01/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
04/14/1989 - 08/21/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 01/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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