Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Roy Ibach is a financial professional with over 20 years of experience in the industry. James is a Certified Financial Planner™ and a Chartered Financial Consultant. James is currently registered as a Registered Representative with MML Investors Services, LLC in Virginia. James is also a Registered Investment Advisor. James has held previous positions with NYLIFE Securities LLC, PARK AVENUE SECURITIES LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. James has a wide range of experience in providing financial advice to individuals, families, 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
VA
01/09/2018 - Present
MML Investors Services, LLC (McLean VA)
VA
05/29/2014 - 06/14/2017
NYLIFE SECURITIES LLC (VIENNA VA)
VA
04/30/2013 - 04/22/2014
PARK AVENUE SECURITIES LLC (VIENNA VA)
VA
10/29/1999 - 10/23/2012
METLIFE SECURITIES INC. (FALLS CHURCH VA)
VA
10/29/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FALLS CHURCH VA)
IA
Issued 10/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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