Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Paul Tauzin is an active advisor with Osaic Wealth, Inc. since January 2025. J. Paul Tauzin has been in the industry since March 14, 1994 and has a long history of experience with firms like Chubb Securities Corporation and Ascend Financial Services, Inc. J. Paul Tauzin has a variety of designations and licenses including Series 6, 63, and 26, as well as SIE. J. Paul Tauzin specializes in helping individual and business clients with financial planning, portfolio management, and pension consulting services. In addition to his work at Osaic Wealth, Inc. J. Paul Tauzin is also an agent for Tauzin Financial Group and owner of Palmetto Farms, LLC. J. Paul Tauzin is registered with the state of Texas as an investment advisor representative and is also registered with the state of Georgia as a broker-dealer.
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.
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.
1
2
LA
01/24/2025 - Present
Osaic Wealth, Inc. (BOSSIER CITY LA)
MN
01/13/1998 - 12/11/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IN
03/07/1994 - 01/06/1998
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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