Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell Fortune is an investment advisor representative with over 25 years of experience in the financial services industry. James is registered in several states and is associated with MML Investors Services, LLC. James is a highly experienced financial advisor who has worked with individuals, families, and businesses to develop and implement comprehensive financial plans.
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
OK
03/25/2017 - Present
MML Investors Services, LLC (OKLAHOMA CITY OK)
OK
08/01/1995 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
08/01/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OKLAHOMA CITY OK)
IA
Issued 06/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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