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JE

James M. Einspar

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CRD#: 76487
JE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Michael Einspar, who also goes by James M Einspar, Jim Einspar, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1973. James had worked at 14 firms and has passed the Series 1 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James M Einspar | Jim Einspar

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2010 - December 3, 2013

VARIABLE INVESTMENT ASSOCIATES, INC.

BD
CRD#: 44412
CARLSBAD, CA
Past

September 1, 2005 - November 5, 2009

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
CARLSBAD, CA
Past

November 18, 1994 - September 2, 2005

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

October 1, 1993 - August 11, 1994

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

April 26, 1993 - September 7, 1993

BMA FINANCIAL SERVICES, INC.

BD
CRD#: 7943
KANSAS CITY, MO
Past

August 30, 1989 - April 30, 1993

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

June 20, 1989 - May 13, 1997

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY

BD
CRD#: 647
WORCESTER, MA
Past

May 3, 1988 - November 2, 1988

SENTRY EQUITY SERVICES, INC.

BD
CRD#: 5069
Past

July 19, 1984 - March 17, 1987

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

July 19, 1984 - February 16, 1988

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

July 19, 1984 - February 16, 1988

OSAIC FA, INC.

BD
CRD#: 3978
Past

February 12, 1981 - August 15, 1984

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
Past

February 12, 1981 - August 16, 1984

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
Past

October 26, 1973 - March 24, 1981

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 9/13/1973
Registered Representative Examination

Current Firm


VI
VARIABLE INVESTMENT ASSOCIATES, INC.
VARIABLE INVESTMENT ADVISORS, INC. | VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412 / SEC#: , 8-50699

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
750 E. 1st Street, Tea, SD 57064
Mailing Address
750 E. 1st Street, Tea, SD 57064
Phone number
(605) 361-8230
Established
South Dakota since 10/03/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WILSON, GREGORY STEVENPRESIDENT / CEO / CCO / COO/1272680
FONDER, TERRY JOSEPHFINOP5561085
WILSON, KYLE WAGNERASSISTANT CEO5212895

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412

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