Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Leonard Burgett is a registered investment advisor representative with The Ameriflex Group. James has been in the financial services industry since August 6, 2020. James is registered in Arizona as an investment advisor representative and a broker. James also holds the Series 7TO, Series 66 and SIE licenses. James has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. James provides financial planning, portfolio management, and pension consulting services. James is also available to assist clients in selecting other advisors. James is committed to providing clients with the highest level of service and personalized advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
AZ
11/07/2022 - Present
THE Ameriflex Group (Phoenix AZ)
AZ
11/07/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
08/07/2020 - 11/10/2022
PRINCIPAL SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 12/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure James Burgett is the right advisor for you? Invested Better is here to help.
