Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Val? Claim Your ProfileVal Janschutz is a financial advisor with over 11 years of experience in the industry. Val is currently registered with LPL Financial LLC and has been with the firm since April 2024. Prior to joining LPL, Val worked for Fifth Third Securities, Inc., Synovus Securities, Inc., and SunTrust Investment Services, Inc. Val is licensed to provide financial advice in Florida and Georgia. Val specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/02/2024 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
06/09/2021 - 04/02/2024
FIFTH THIRD SECURITIES, INC. (PONTE VEDRA BEACH FL)
FL
02/03/2020 - 06/10/2021
SYNOVUS SECURITIES, INC. (JACKSONVILLE FL)
FL
05/09/2013 - 01/21/2020
SUNTRUST INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
FL
07/04/2012 - 03/22/2013
FIFTH THIRD SECURITIES, INC. (JACKSONVILLE FL)
IA
Issued 10/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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