Unclaimed
James Erwin is an investment advisor representative with Ifrah Financial Services, Inc. in Little Rock, AR. James has been in the industry since March 19, 2001. James is registered with the state of Arkansas and has passed the Series 63, Series 65, and Series 7 exams. James also has experience at HUTCHINSON/IFRAH, INC. and ROYAL ALLIANCE ASSOCIATES, INC. James specializes in working with High Net Worth Individuals, Corporations, and Pension and Profit Sharing Plans.
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.
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.
1
2
AR
02/01/2006 - Present
Ifrah Financial Services, Inc. (LITTLE ROCK AR)
AR
03/19/2001 - 01/02/2004
HUTCHINSON/IFRAH, INC. (LITTLE ROCK AR)
AZ
03/22/1994 - 06/22/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 06/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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