Cabot Lodge Securities
Joe Tackitt has a long history of compliance experience, beginning in 2001 when they were the Compliance Operations Director at Morgan Stanely - Global Stock Plan Services. In 2015, they moved to Provasi Capital as a Compliance Officer. In 2018, they took a role as Compliance at an undisclosed company. Since 2022, they have been the Vice President of Compliance at Cabot Lodge Securities.
Joe Tackitt has a diverse education history. Joe attended Texas A&M University from 1982 to 1983, studying Engineering - Computer Science. Joe then attended The University of Texas at San Antonio, where they earned a Bachelor of Business Administration - BBA in Finance. Additionally, Joe has obtained several certifications, including Series 10, Series 24, Series 63, Series 7, Series 9, and Series 99.
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Cabot Lodge Securities
Cabot Lodge Securities is a financial services firm that offers its clients with a range of investment solutions.