Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Joseph is a financial advisor at Financial Services Advisory, Inc. James has been with the firm since October 2004. James is registered to provide investment advisory services in Maryland and Texas. James is a Certified Financial Planner and has experience in providing financial planning services, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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MD
03/11/2014 - Present
Financial Services Advisory (ROCKVILLE MD)
TX
10/15/1999 - 11/05/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/01/1998 - 08/21/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
VA
09/26/1997 - 06/23/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
BOTH
Issued 09/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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