Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas Burns is a financial advisor with MML Investors Services, LLC, located in Glen Allen, Virginia. James has been in the financial industry since 2009 and holds Series 6, 7, 24, 52TO, 53, and 63 licenses. James also has several years of experience working with Woodbury Financial Services, Inc., Kestra Investment Services, LLC, and Securian Financial Services, Inc. James specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation programs, and selection of other advisors.
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
05/03/2023 - Present
MML Investors Services, LLC (Glen Allen VA)
NY
02/02/2022 - 05/04/2023
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
NC
03/14/2018 - 08/06/2021
WOODBURY FINANCIAL SERVICES, INC. (CHARLOTTE NC)
VA
01/14/2015 - 04/17/2018
KESTRA INVESTMENT SERVICES, LLC (CHARLOTTESVILLE VA)
MN
03/08/2008 - 06/08/2009
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
PA
07/06/2007 - 01/02/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
VA
04/03/2003 - 06/15/2007
HARTFORD EQUITY SALES COMPANY INC. (MIDLOTHIAN VA)
BC
Issued 02/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/20/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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