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    James "Jim" Seminara


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    About Jim

    BUSINESS PHILOSOPHY

    There are differences between accumulating assets for, and plotting a successful retirement. My practice is centered on creating a customized strategy in a holistic manner that helps give a sense of financial security.

    Whether you are a business owner, key executive, or gainfully employed, my clients can expect to be fully engaged in the process of forecasting their needs, exploring solutions that will fulfill them, and putting in place a strategy that they can be confident in. Annual reviews of such strategies are a recommended part of the process.

    PRODUCTS AND SERVICES

    Retirement Funding Strategies

    TSP, 401k, 403b, & 457

    Wealth Management services

    Proprietary and non- Proprietary Fixed and Variable Annuities

    Proprietary and non- Proprietary Life, Disability, & Long-Term Care Solutions

    Estate Conservation Strategies

    Education Funding Strategies

    Group Benefit Plans

    Fee-Based Financial Planning

    QUALIFICATIONS

    More than 12 years of industry experience in operations and wealth management

    Licensed for Life, Health

    o MD, VA, DC, PA, WV, & FL

    Licensed for Variable Life and Annuity Products

    o MD, VA, DC, WV, & PA

    Registered to offer securities products

    o MD, VA, DC, PA, NY

    Investment Adviser Representative of MSI Financial Services, Inc.

    Transition Solution Specialist

    Bachelor of Arts, History, The Catholic University of America, DC

    Associate of Arts, Mass Communication/Journalism, Miami Dade College

    ORGANIZATIONS

    Member, National Press Club, DC

    Member, Phi Theta Kappa

    Alumnus, The Catholic University of America

    Miami Dade College

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    James (Jim) Seminara is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 6085 Marshalee Drive, Suite 210, Elkridge, MD 21075-6023, Tel: (443) 492-6600

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Maryland, Virginia, District of Columbia, West Virginia, Pennsylvania, Florida, Alabama

    I am licensed to sell Securities Products in the following jurisdictions:
    Maryland, Virginia, District of Columbia, Pennsylvania, New Mexico

    James (Jim) Seminara , Rockville, MD

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