Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Titus is a financial advisor registered with Charles Schwab & CO., Inc. in California and Texas. James has been in the financial industry since 2002. James has a Series 66, Series 7, Series 31 and SIE. James is a Certified Financial Planner and is also on the board of the William G. Gilmore Foundation. James is registered with 27 states, including California and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CA
01/04/2019 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
NY
06/03/2002 - 06/15/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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