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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Stahl is a financial professional with over 17 years of experience in the industry. James is currently registered as a Broker-Dealer and Investment Advisor Representative with Next Financial Group, Inc. James provides financial planning services to individuals, businesses, corporations, and charitable organizations. James specializes in a variety of financial areas including retirement planning, college savings, and estate planning. James is also an active member of the community and is committed to providing his clients with the highest level of service. James has passed the Series 7, 31, 66, and 24 exams. James holds the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NJ
10/26/2012 - Present
Next Financial Group, Inc. (CHERRY HILL NJ)
NJ
06/04/2007 - 11/07/2012
LPL FINANCIAL LLC (HAMILTON NJ)
NY
03/29/2004 - 01/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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