Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Nakfoor is a registered investment advisor with Sunbelt Securities, Inc. He has over 20 years of experience in the financial services industry and has held various positions at a number of firms. James Michael Nakfoor has a strong track record of providing investment advice to individuals, families, and businesses. He is committed to providing his clients with personalized service and helping them achieve their financial goals. James Michael Nakfoor is licensed to provide investment advice in California, Florida, Georgia, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/10/2018 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
02/28/1994 - 01/22/1999
TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)
TX
03/09/1992 - 10/22/1993
TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)
BC
Issued 08/13/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1992
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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