Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Schuster is a registered representative of Morgan Stanley. James Michael Schuster has been in the industry since April 1, 2000. James Michael Schuster has passed the Series 63 and Series 65 exams. James Michael Schuster has been with Morgan Stanley since October 20, 2015. James Michael Schuster is also a registered representative of Morgan Stanley Private Bank, National Association. James Michael Schuster has worked at Wells Fargo Advisors LLC, Wachovia Securities, LLC, AllianceBernstein Investment Research and Management, Inc., and A. G. Edwards & Sons, Inc. James Michael Schuster is registered in 30 states. James Michael Schuster specializes in providing investment advice to individuals, businesses, investment companies, charitable organizations, insurance companies, and investment clubs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
10/20/2015 - Present
Morgan Stanley (Scranton PA)
PA
04/04/2006 - 10/19/2015
WELLS FARGO ADVISORS, LLC (SCRANTON PA)
MO
09/21/2004 - 07/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TN
10/19/2001 - 08/06/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
MO
05/04/1999 - 09/25/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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