Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Messer is a financial advisor with LPL Financial LLC. James has over 30 years of experience in the financial services industry. James is registered to provide investment advice and services in Florida, Illinois, Indiana, Michigan, and Ohio. James specializes in working with a variety of clients including high-net-worth individuals, corporations, and pension plans. James is committed to providing his clients with personalized financial advice and services to help them achieve 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
06/27/2018 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
08/13/2008 - 06/29/2018
CETERA ADVISOR NETWORKS LLC (INDIANAPOLIS IN)
IN
07/06/2005 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (INDIANAPOLIS IN)
IN
01/03/1992 - 07/12/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/03/1992 - 07/12/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
07/02/1986 - 04/13/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
07/02/1986 - 03/02/1992
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
BC
Issued 06/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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