Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Scott Marxer is a financial advisor with over 13 years of experience in the industry. James is currently registered with State Farm Investment Management Corp. and has held previous positions with other firms including HD Brous & Co., Inc., Schneider Securities, Inc., Worthington Capital Group, Inc., and Investors Associates, Inc. James holds a number of licenses and certifications, including Series 6, 7, 8, 24, 63, and 65. James is also a licensed insurance agent and owns James Marxer's Insurance Agency. James is a board member for the Victor A Bacille Scholarship Fund, a non-profit organization that awards college scholarships. James is committed to providing his clients with personalized financial advice and helping them 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
07/10/2023 - Present
State Farm Investment Management Corp. (POUGHKEEPSIE NY)
NY
01/12/1998 - 04/21/1998
HD BROUS & CO., INC. (GREAT NECK NY)
CO
12/23/1997 - 01/15/1998
SCHNEIDER SECURITIES, INC. (DENVER CO)
NY
06/30/1997 - 01/09/1998
WORTHINGTON CAPITAL GROUP, INC. (GARDEN CITY NY)
NJ
11/20/1996 - 07/15/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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