Unclaimed
James Capbarat is a financial professional with over 10 years of experience in the industry. James currently works for Farmers Financial Solutions, LLC and is registered in California. James has earned the Series 6 and Series 63 licenses, along with the SIE exam. In the past, James has also worked for State Farm VP Management Corp. in Bloomington, Illinois. James holds a state exam, two product exams and is registered with FINRA.
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
CA
01/09/2017 - Present
Farmers Financial Solutions, LLC (WALNUT CREEK CA)
CA
02/14/2013 - 12/31/2016
FARMERS FINANCIAL SOLUTIONS, LLC (PLEASANT HILL CA)
IL
01/24/2011 - 09/05/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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