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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Farrukh? Claim Your ProfileFarrukh Kazmi is a registered Investment Advisor Representative with BFC Planning, Inc. Farrukh Kazmi has been in the financial industry since 1999. Farrukh Kazmi has been with BFC Planning, Inc. since 2022 and has previously worked with Bright Trading, LLC, Sterne Agee Financial Services, Inc., Cantella & Co., Inc., Raymond James Financial Services, Inc., and Dean Witter Reynolds Inc. Farrukh Kazmi has passed the Series 7, Series 31, Series 63, Series 65, and Series 7TO exams. Farrukh Kazmi specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors. Farrukh Kazmi is registered in California, Georgia, Maryland, New Jersey, New York, and Pennsylvania.
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.
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.
Solicitor fee
1
2
IA
10/03/2022 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
NV
04/01/2008 - 01/05/2010
BRIGHT TRADING, LLC (HENDERSON NV)
AL
09/11/2003 - 03/23/2005
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
MA
09/29/1999 - 07/31/2002
CANTELLA & CO., INC. (MALDEN MA)
FL
01/11/1999 - 08/17/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
05/30/1997 - 02/19/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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