Unclaimed
James Putnam Silvester is a registered representative at MML Investors Services, LLC. James holds the Series 7TO and the SIE licenses and is active in the state of New Jersey. James specializes in asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. James has been in the industry since November 13, 2023.
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
NJ
11/14/2023 - Present
MML Investors Services, LLC (Warren NJ)
BC
Issued 11/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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