Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Elieff is a financial advisor with Stonex Advisors Inc., a firm based in Birmingham, Alabama. James is registered with the state of New Jersey and holds Series 6, 7, 63 and 65 licenses. He has over 25 years of experience in the financial services industry, working with clients in both the individual and corporate space. James specializes in financial planning, investment management, and portfolio management. He provides personalized financial advice to help clients reach their financial goals.
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.
Financial consulting services
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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AL
01/13/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NJ
03/13/2012 - 12/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NJ
11/10/1994 - 02/28/2012
TFS SECURITIES, INC. (LINCROFT NJ)
NJ
10/14/1992 - 08/31/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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