Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tusoch is a financial advisor with Fidelity Personal And Workplace Advisors in Westlake, OH. James has been in the industry since 2013 and has a wide range of experience in providing financial advice to individuals and families. James is registered with FINRA and holds the Series 6, 7, and 66 securities licenses, as well as the SIE. James is also registered as an investment advisor representative in Ohio and Texas. James has a diverse background in financial services, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Financial America Securities, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. James specializes in providing financial planning, portfolio management, and investment advisory services to clients.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/03/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE OH)
OH
12/06/2016 - 06/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
OH
05/23/2014 - 11/02/2016
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
OH
10/01/2012 - 02/25/2014
J.P. MORGAN SECURITIES LLC (PEPPER PIKE OH)
OH
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PEPPER PIKE OH)
BOTH
Issued 01/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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