Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames D. Stamper is a financial advisor with Fourthought Financial Partners, LLC. James has been in the industry since 2008 and is registered with the state of Florida and Texas as an Investment Advisor Representative. James holds the Series 6, 63, 65, and 26 licenses. James has experience working with individuals, corporations, charities, and pension plans. The firm provides a variety of advisory services including financial planning, portfolio management for individuals and businesses, credit and cash management and insurance solutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management and insurance solutions.
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.
Rev sharing with frs & eligible credit & cash mgmt solutions
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2
FL
11/14/2022 - Present
Fourthought Financial Partners, LLC (VENICE FL)
FL
08/21/2008 - 01/25/2022
PRUCO SECURITIES, LLC. (FORT MYERS FL)
BC
Issued 10/30/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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