Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Taylor is a financial advisor at MML Investors Services, LLC, a firm with a strong focus on providing financial planning, pension consulting, and portfolio management services. James is licensed to offer securities and investment advice in Connecticut, Florida, Massachusetts, New Jersey, and New York. James has been in the financial services industry since 1970 and has extensive experience in the field. The firm, MML Investors Services, LLC, is licensed in many states and manages more than $72 billion in assets for a wide range of clients, including individuals, businesses, and institutions. James has a proven track record of helping clients achieve their financial goals.
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
NY
03/25/2017 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
01/20/1970 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
01/20/1970 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAKE SUCCESS NY)
BC
Issued 11/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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