Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cuthbert is a financial professional with over 30 years of experience in the industry. James has a Series 6 and Series 63 license and has worked for several firms, including Transamerica Financial Advisors, Inc., Metlife Securities Inc., and Philadelphia Financial Distribution Company. James is currently a Registered Representative for Innovation Partners LLC and is licensed to provide financial services in Texas. James specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
01/05/2015 - Present
Innovation Partners LLC (CHARLOTTE NC)
TX
01/18/2011 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
NC
12/15/2014 - 12/16/2014
INNOVATION PARTNERS LLC (CHARLOTTE NC)
PA
06/08/2009 - 01/03/2011
PHILADELPHIA FINANCIAL DISTRIBUTION COMPANY (PHILADELPHIA PA)
CA
07/14/2006 - 06/01/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
TX
09/13/2002 - 07/12/2006
METLIFE SECURITIES INC. (DALLAS TX)
TX
09/13/2002 - 07/12/2006
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
NY
03/02/1983 - 09/12/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 05/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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