Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Krueger is a financial advisor with over 30 years of experience in the industry. James is registered with MML Investors Services, LLC and has a strong background in both securities and investment advisory services. James has a wide range of experience in serving individuals, corporations, charitable organizations, trusts and foundations, and pension and profit-sharing plans. James has held previous positions at MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Brighton Securities Corp. He 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
NY
03/25/2017 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
03/04/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
03/04/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
NY
08/28/1990 - 01/29/1991
BRIGHTON SECURITIES CORP. (ROCHESTER NY)
NA
04/29/1987 - 08/31/1990
ROYCE PARK INVESTMENTS, INC.
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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