Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gerard Huhn is an investment advisor representative at Foundations Investment Advisors LLC, located in Phoenix, Arizona. James has been in the financial services industry for over 24 years. James has a Series 7 and Series 66 licenses. James specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
05/09/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
FL
05/01/2008 - 11/17/2017
SIGMA FINANCIAL CORPORATION (Clearwater FL)
FL
07/23/2007 - 05/16/2008
ING FINANCIAL PARTNERS, INC. (SEMINOLE FL)
FL
09/05/2006 - 07/23/2007
SIGMA FINANCIAL CORPORATION (SEMINOLE FL)
FL
08/04/2005 - 09/12/2006
QA3 FINANCIAL CORP. (LARGO FL)
MI
06/16/2003 - 08/04/2005
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CA
10/05/2001 - 01/13/2003
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
NY
10/25/1999 - 09/27/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
01/12/1999 - 10/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/12/1999 - 10/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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