Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Maxwell Masloff is a financial advisor with over 30 years of experience in the industry. He has a strong track record of providing investment advice and financial planning services to a diverse clientele, including high-net-worth individuals, families, and businesses. James is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. He is committed to providing personalized, comprehensive financial guidance, tailored to meet each client's unique needs and 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CHARLOTTESVILLE VA)
VA
02/27/1991 - 05/21/2008
MML INVESTORS SERVICES, INC. (CHARLOTTESVILLE VA)
VA
02/12/1988 - 02/27/1991
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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