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 Tomasovich is an investment advisor representative with Cerity Partners LLC. James has been in the securities industry for over 17 years. James has passed the Series 63, Series 66, and Series 7 exams and is licensed to provide investment advice in Pennsylvania. James is registered with the state of Pennsylvania and is not currently registered with the Securities and Exchange Commission (SEC). Prior to joining Cerity Partners LLC, James worked at RAYMOND JAMES FINANCIAL SERVICES, INC., Federated Securities Corp., and Edward Jones. James is a dedicated financial professional with extensive experience in the financial services industry.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
08/29/2024 - Present
Cerity Partners LLC (PIITSBURGH PA)
PA
06/01/2017 - 03/01/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SEWICKLEY PA)
PA
12/04/2007 - 06/28/2017
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
PA
06/07/2005 - 10/24/2007
EDWARD JONES (BRIDGEVILLE PA)
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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