Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Terrion is a financial advisor with Cuso Financial Services, LP. James Terrion is a Certified Financial Planner™ professional with over 28 years of experience in the financial services industry. James Terrion has held a variety of roles in his career, including working with MetLife Securities Inc. and BBVA Securities Inc. James Terrion is a registered representative in Texas and has obtained several licenses and certifications including Series 63, 65, 53, 24, 52TO, 7 and SIE. James Terrion has specialized in several financial areas including retirement planning, college savings, investment management, insurance, and estate planning. James Terrion can assist you with a variety of financial needs.
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.
1
2
TX
09/08/2023 - Present
Cuso Financial Services, LP (McKinney TX)
TX
01/24/2022 - 05/24/2023
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
AL
11/12/2015 - 08/23/2021
BBVA SECURITIES INC. (DOTHAN AL)
TX
10/24/2001 - 10/28/2015
METLIFE SECURITIES INC. (DALLAS TX)
TX
10/24/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MIDLAND TX)
MO
10/15/1998 - 04/17/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NY
11/24/1993 - 07/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/28/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Terrion is the right advisor for you? Invested Better is here to help.
