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James Eric Serafin

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James Eric Serafin
Financial Associate
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Part of the Choice Financial Group practice
About Jim

I am the proud Dad of three children under the age of 12. Originally from Mechanicsburg PA. We have lived in Lebanon PA for 10 years. On the weekends you can find me coaching my kids in multiple sports. I am an active member of Cornwall UMC. I enjoy living a generous life. Living a life outside is what we like to do. We enjoy our time together in the woods hunting and fishing.

My qualifications
  • Bachelors of Business Administration/Management, Mount Saint Mary’s University
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
  • Securities Industry Essentials
My state licenses
  • Maryland
  • Pennsylvania

Insights

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We honor and remember those we lost 21 years ago. #neverforget
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Do you have the coverage you need to make sure your family is financially supported if something happens to you? For disclosure information, see thrivent.com/social #LIAM22
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Planning to become a first-time parent in the near future? Welcoming a new child into the family can be nerve-wracking, but these seven steps can help financially prepare you for parenthood: https://bit.ly/3PAw0aX
Office location
Lebanon Location
305 Spring Hill Lane
Lebanon, PA 17042
Phone717-433-5553Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations