Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Laurence Bush is a financial advisor with over 23 years of experience. He is currently registered with Valmark Advisers, Inc. in Massachusetts and is a registered representative with Valmark Securities, Inc. James is a licensed investment advisor in the state of Massachusetts, holding both Series 63 and Series 65 licenses. He also holds the SIE and Series 6 licenses. James has previously been registered with MML INVESTORS SERVICES, LLC. James has expertise in various areas including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses, individuals and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
MA
05/09/2024 - Present
Valmark Advisers, Inc. (Hingham MA)
MA
08/29/2000 - 05/09/2024
MML INVESTORS SERVICES, LLC (Boston MA)
IA
Issued 09/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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