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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames John Titak has been in the financial services industry since 1981 and is currently registered with Thurston Springer Advisors. James has been a registered representative with the firm since August 2020 and is also a registered investment advisor. Prior to his current role, James worked at A. G. Edwards & Sons, Inc. James John Titak specializes in financial planning, portfolio management for businesses and individuals, and providing educational seminars. James is licensed to provide securities and investment advisory services in 29 states and is a General Securities Principal. James is a member of FINRA and has the following securities licenses: Series 7, Series 5, Series 24, Series 63, and Series 99TO. James is a chairman of Thurston Springer Advisors, a registered investment advisor.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
08/25/2020 - Present
Thurston Springer Advisors (INDIANAPOLIS IN)
MO
10/06/1981 - 08/10/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 10/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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