Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Kustra is a registered representative with Next Financial Group, Inc. He has been in the industry since 2020 and holds the Series 7TO and SIE licenses. He has experience working with individuals, corporations, and non-profit organizations. James focuses on providing a range of financial planning services including portfolio management, retirement planning, and college savings plans.
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
PA
02/24/2020 - Present
Next Financial Group, Inc. (HARLEYSVILLE PA)
BC
Issued 02/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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