Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames N. Papadakos is an investment professional with experience in the financial services industry. James is currently registered with MML Investors Services, LLC in Florida. James has held previous positions at Northwestern Mutual Investment Services, LLC and Spartan Financial Strategies. James's areas of specialization include insurance, financial planning, and portfolio management. James has a strong commitment to providing his clients with personalized service and comprehensive financial solutions.
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
07/01/2024 - Present
MML Investors Services, LLC (WEST PALM BEACH FL)
FL
07/18/2023 - 03/21/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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