Unclaimed
James Michael Faust is a financial advisor at Valic Financial Advisors, Inc. based in Orlando, Florida. James has been in the financial industry for over 10 years and holds the Series 66, Series 7, and SIE licenses. James is registered to offer investment advice in Florida, New York, and California. James specializes in providing financial planning, investment advice, and portfolio management for individuals and high-net-worth clients. James also has experience in the insurance industry and holds a non-securities insurance license.
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
FL
08/16/2021 - Present
Valic Financial Advisors, Inc. (ORLANDO FL)
FL
10/04/2012 - 05/06/2019
EDWARD JONES (ORLANDO FL)
BOTH
Issued 10/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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