Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Blochberger is an Investment Advisor Representative at Allgen Financial Advisors, Inc., based in Orlando, FL. James holds the Series 65 license and has been in the industry since 2014. James has experience in engineering and consulting, bringing a unique perspective to the financial services industry. James's specializations include financial planning, portfolio management for individuals, and educational seminars.
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.
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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FL
07/11/2024 - Present
Allgen Financial Advisors, Inc. (ORLANDO FL)
IA
Issued 05/11/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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