Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Nathan Abels is a registered representative with MML Investors Services, LLC, in Indianapolis, Indiana. James has been in the industry since 2003, and has extensive experience in financial planning, portfolio management, and asset allocation programs. James has held various positions at different firms, including MSI Financial Services, Inc., New England Securities, and First Investors Corporation. James is registered to provide investment advice in several states and has earned his Series 6, 7, 63 and 66 licenses, as well as the SIE exam. James is dedicated to providing customized financial solutions to individuals and businesses.
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
IN
03/25/2017 - Present
MML Investors Services, LLC (Indianapolis IN)
IN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
07/16/2010 - 01/02/2015
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
IN
07/10/2003 - 07/06/2010
FIRST INVESTORS CORPORATION (INDIANAPOLIS IN)
BOTH
Issued 11/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Abels is the right advisor for you? Invested Better is here to help.
