Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Armer is a financial advisor with Cuso Financial Services, LP in Albuquerque, New Mexico. James has been in the financial industry since 2008. James is registered with both FINRA and the state of New Mexico.
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.
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2
NM
07/19/2022 - Present
Cuso Financial Services, LP (Albuquerque NM)
NM
05/18/2022 - 07/27/2022
LPL FINANCIAL LLC (Albuquerque NM)
NM
06/12/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Albuquerque NM)
NM
12/02/2016 - 06/04/2018
BBVA SECURITIES INC. (ALBUQUERQUE NM)
TX
04/04/2016 - 10/06/2016
CUSO FINANCIAL SERVICES, L.P. (San Antonio TX)
NM
10/01/2015 - 03/30/2016
BANCWEST INVESTMENT SERVICES, INC. (ALBUQUERQUE NM)
NM
04/26/2011 - 09/09/2015
WELLS FARGO ADVISORS, LLC (ALBUQUERQUE NM)
NM
12/08/2010 - 04/25/2011
SCOTTRADE, INC. (ALBUQUERQUE NM)
NM
07/14/2008 - 12/01/2010
WELLS FARGO INVESTMENTS, LLC (SANTA FE NM)
BOTH
Issued 10/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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