Unclaimed
George James is a financial professional with experience in the investment banking industry. George is registered with Lincoln International LLC and holds the Series 79TO, Series 63 and SIE licenses. George is also registered with the states of California, Illinois, New York 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.
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.
1
2
NY
07/31/2023 - Present
Lincoln International LLC (NEW YORK NY)
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure George James is the right advisor for you? Invested Better is here to help.