Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Marshall Mars is a financial advisor with over 35 years of experience in the financial services industry. James is a Certified Financial Planner and holds the Series 7, 24, 63, 99TO and SIE licenses. James is registered with Fuse Partners, LLC, and is also a registered investment advisor in Texas. James previously worked with LPL Financial LLC, Securian Financial Services, Inc., and VSR Financial Services, Inc. James has a strong background in financial planning, portfolio management, and insurance. James's expertise in these areas helps him provide comprehensive financial advice to his clients. James has a proven track record of helping individuals and families 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.
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.
1
2
TX
01/10/2024 - Present
Fuse Partners, LLC (DALLAS TX)
TX
10/01/2013 - 06/22/2022
LPL FINANCIAL LLC (DALLAS TX)
IA
08/28/1987 - 10/02/2013
SECURIAN FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
NA
05/27/1986 - 09/08/1987
VSR FINANCIAL SERVICES, INC.
BC
Issued 06/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Mars is the right advisor for you? Invested Better is here to help.
