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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Weaver is a financial advisor with over 40 years of experience in the industry. James Weaver is currently registered with MML Investors Services, LLC and holds Series 6, 22, 63 and 65 licenses, as well as the SIE exam. James Weaver has a history of working for firms like GWFS Equities, Inc. and The Great-West Life Assurance Company. James Weaver specializes in providing financial planning, asset allocation programs and educational seminars.
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
WV
03/26/1985 - Present
MML Investors Services, LLC (WHEELING WV)
CO
11/29/1996 - 08/16/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/22/1986 - 11/29/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CT
01/22/1986 - 12/20/1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
05/03/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 08/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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