Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Lingelbach is a financial professional with over 30 years of experience in the industry. James has a broad range of experience, having worked with firms such as MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. James currently holds Series 6, 7, 22, 63 and SIE licenses and is a Certified Financial Planner and a Chartered Financial Consultant. James currently works with The Ameriflex Group, Inc., a firm with over 140 licensed agents and representatives.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
08/23/2021 - Present
THE Ameriflex Group (SanDiego CA)
CA
08/20/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA JOLLA CA)
CA
03/25/2017 - 08/24/2021
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
11/14/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
11/14/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
PA
04/25/1995 - 10/15/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
01/04/1991 - 04/26/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
02/17/1989 - 01/03/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/17/1989 - 01/03/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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