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Majid Mustafa Kureshi

BFC Planning, Inc.

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About Majid Mustafa Kureshi

Majid Kureshi is a registered representative with BFC Planning, Inc. Majid is a financial advisor with over 13 years of experience in the industry. Majid specializes in providing financial planning and portfolio management services for individuals, high net worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans. Majid has a Series 66, Series 7, and SIE licenses. Majid is currently registered with the following states: Arizona, California, Delaware, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia, and Washington.

Firm Information

Majid Kureshi is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Majid Kureshi’s Registration & Firm History

IA

07/07/2015 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

BOTH

Issued 06/29/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Majid Mustafa Kureshi.
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