James SchadeCRD Number: 5321007
Current Firm: Mml Investors Services, LLC
James Schade (CRD# 5321007) is an Investment Advisor Representative working at Mml Investors Services, LLC in Maumee, OH and has over 4 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Mml Investors Services||Springfield, MA||Oct 2007 - Current||9|
|Massmutual Financial Group||Springfield, MA||Mar 2007 - Current||10|
|University Of Toledo||Toledo, OH||Sep 1999 - Dec 2006||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV