Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas Tait is a financial advisor with over 30 years of experience in the industry. James is currently registered with Cuso Financial Services, LP and has been with them since 2007. James is also registered in 23 states and holds Series 7, Series 63, Series 65, and SIE licenses. James previously worked for CCO Investment Services Corp., Quick & Reilly, Inc., Dreyfus Investment Services Corporation, Dreyfus Financial Services Corporation, Wheat, First Securities, Inc., Butcher & Singer Inc., Janney Montgomery Scott Inc., Halpert, Oberst and Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James's experience spans a variety of financial services firms.
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
PA
02/12/2007 - Present
Cuso Financial Services, LP (Phoenixville PA)
DE
08/09/2004 - 02/22/2007
CCO INVESTMENT SERVICES CORP. (WILMINGTON DE)
NY
05/09/2001 - 08/06/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
06/22/1994 - 05/10/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
04/25/1997 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NC
01/01/1991 - 02/11/1993
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
11/28/1988 - 01/01/1991
BUTCHER & SINGER INC.
PA
03/22/1988 - 11/30/1988
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NJ
05/15/1986 - 03/29/1988
HALPERT, OBERST AND COMPANY (MILLBURN NJ)
NA
12/17/1985 - 06/02/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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