Unclaimed
James Michael Parsons is a registered representative with MML Investors Services, LLC. James Michael Parsons has been in the financial services industry since October 1999 and is registered with the state of Florida. James Michael Parsons holds Series 6, SIE and Series 63 licenses and is affiliated with the Naples, FL branch office of MML Investors Services, LLC. In addition to the firm, James Michael Parsons is also registered with the following firms: MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY.
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
FL
03/25/2017 - Present
MML Investors Services, LLC (NAPLES FL)
FL
10/14/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FT. MYERS FL)
FL
10/14/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NAPLES FL)
BC
Issued 02/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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