Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jeffrey Contino is a financial advisor with over 30 years of experience in the industry. James is currently registered with Valic Financial Advisors, Inc. and has been with the firm since 1998. James has a strong track record of success in helping clients reach their financial goals. James is a Certified Financial Planner and holds the Series 7, Series 6, and Series 63 securities licenses. James is dedicated to providing personalized financial advice and helping clients make informed decisions about their money.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
NC
10/11/2007 - Present
Valic Financial Advisors, Inc. (DURHAM NC)
FL
10/04/2002 - 09/23/2003
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
TX
11/19/1998 - 11/05/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/01/1995 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
PA
01/05/1995 - 11/22/1995
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
GA
09/24/1993 - 12/31/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 05/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Contino is the right advisor for you? Invested Better is here to help.
