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James William Tausz is a financial advisor professional located in Clarion, IA. They specialize in financial advisory. With over 52 years of experience, they bring deep expertise to every client.
James William Tausz - United Planners' Financial Services Of America A Limited Partner holds an active professional license (FINRA CRD) for your protection.
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James William Tausz operates as a financial advisor through United Planners' Financial Services Of America, a Limited Partner, based in Clarion, Iowa. With 52 years in the financial services industry, Tausz brings extensive experience to client relationships. His FINRA CRD registration number is 442956, indicating his professional standing within the regulatory framework governing investment professionals.
James William Tausz holds a FINRA CRD registration, which designates him as a financial professional registered with the Financial Industry Regulatory Authority. FINRA CRD registration indicates that an individual has met specific qualifications and ongoing compliance requirements to conduct securities and investment business. This registration signals that the advisor operates under FINRA's regulatory oversight and must adhere to industry standards and ethical guidelines when providing financial advice and managing client accounts.