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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Kauchak is a financial advisor at Truist Advisory Services, Inc. in WINTER PARK, FL. James has been in the financial services industry since 1993. James has experience with a wide range of financial products and services, including investment management, financial planning, and retirement planning. James is also a Certified Financial Planner.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
09/14/2016 - Present
Truist Advisory Services, Inc. (WINTER PARK FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/03/2012 - 06/05/2015
PNC INVESTMENTS (ORLANDO FL)
FL
08/31/2010 - 08/27/2012
SCOTTRADE, INC. (OVIEDO FL)
FL
03/29/2007 - 08/16/2010
METLIFE SECURITIES INC. (ORLANDO FL)
FL
03/29/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
FL
11/05/1993 - 02/05/2007
TD AMERITRADE, INC. (ORLANDO FL)
MN
06/18/1993 - 11/01/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/18/1993 - 11/01/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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