Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Latimer is a Dallas, TX based registered representative with Speyside Advisors, LLC. James Robert Latimer has been in the financial services industry since 2003. James Robert Latimer is registered with FINRA and licensed in Texas. James Robert Latimer has passed the Series 7, Series 24, Series 28, Series 63, Series 99TO and SIE exams. James Robert Latimer has previously been employed by BLACKHILL ADVISORS LP.
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.
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.
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2
TX
01/18/2019 - Present
Speyside Advisors, LLC (Dallas TX)
TX
03/15/2002 - 02/27/2018
BLACKHILL ADVISORS LP (DALLAS TX)
BC
Issued 01/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2002
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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