Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kasper is a financial advisor with Concourse Financial Group Securities, Inc. located in Fargo, ND. James has over 30 years of experience in the financial industry and holds the Series 7 and Series 63 licenses as well as the SIE exam. James provides financial planning, portfolio management, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ND
05/06/2014 - Present
Concourse Financial Group Securities, Inc. (Fargo ND)
ND
07/14/2004 - 05/07/2014
NATIONAL PLANNING CORPORATION (FARGO ND)
FL
08/06/1997 - 07/21/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
OK
05/17/1997 - 08/01/1997
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
CO
07/03/1996 - 05/17/1997
FINANCIAL ADVANTAGE BROKERAGE SERVICES, INC (GREENWOOD VILLAGE CO)
CA
02/14/1995 - 07/15/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
01/22/1994 - 12/15/1994
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
01/22/1994 - 12/15/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
MN
01/04/1991 - 12/19/1993
ASKAR CORP. (BLOOMINGTON MN)
AZ
06/18/1989 - 09/17/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/04/1986 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/25/1986 - 08/21/1986
ASKAR CORP.
BC
Issued 05/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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