Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lizzul is a registered representative with Perella Weinberg Partners LP based in New York, New York. James has been in the industry since 2016 and has a broad range of experience in the financial services industry. James holds the Series 7, Series 63, Series 79TO, Series 86, and Series 87 licenses. James has previously worked at Lazard Frères & Co. LLC, Morgan Stanley & Co. LLC, Mizuho Securities USA LLC, and CRT Capital Group LLC.
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.
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2
NY
01/31/2024 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
03/01/2022 - 05/12/2023
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
04/09/2018 - 03/10/2022
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
07/29/2016 - 03/28/2018
MIZUHO SECURITIES USA LLC (NEW YORK NY)
NY
09/22/2015 - 06/30/2016
CRT CAPITAL GROUP LLC (New York NY)
BC
Issued 10/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/24/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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