Unclaimed
James Allen Fogel is a financial professional with over 20 years of experience in the industry. James has a strong focus on providing investment and financial planning advice. James is currently registered with Farmers Financial Solutions, LLC. James is licensed in multiple states including Arizona, California, Oregon, and Washington. James holds the Series 6, Series 63, and SIE licenses. James is dedicated to providing clients with personalized financial guidance and strategies to help them achieve their financial goals.
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.
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.
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2
OR
01/23/2002 - Present
Farmers Financial Solutions, LLC (MILWAUKIE OR)
BC
Issued 01/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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