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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 Moritsugu is an investment advisor representative with Valmark Advisers, Inc. James has been active in the financial industry since 2018 and holds both Series 63 and Series 65 licenses. James is registered with the state of Alabama, Mississippi, and New York, and is also registered with FINRA as an investment advisor representative. James is also a vice president of retirement plans for Centerpoint Advantage, LLC. James's specializations include working with individuals, high-net-worth individuals, businesses, pension plans, charitable organizations, and other investment advisors. James has a diverse background and experience that includes working as a freelance musician, teacher, and financial advisor.
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.
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.
Consulting
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
MS
11/01/2021 - Present
Valmark Advisers, Inc. (Flowood MS)
IA
Issued 08/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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