Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jorge Martin Tavares is a financial advisor currently registered with Missionsquare Retirement. James has been in the financial services industry since December 9, 2016. Before joining Missionsquare Retirement, James worked at Foreside Financial Services, LLC. James holds licenses for Series 6, 63, 65, and SIE and is licensed in Connecticut and New York. James is also registered in Delaware, Maine, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, Rhode Island, Vermont, and West Virginia. James is a member of FINRA and is dedicated to providing financial advice to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
12/03/2024 - Present
Missionsquare Retirement (WETHERSFIELD CT)
CT
07/01/2019 - 02/02/2023
FORESIDE FINANCIAL SERVICES, LLC (Glastonbury CT)
CT
03/11/2015 - 11/17/2016
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
BC
Issued 12/20/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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