Unclaimed
James Chunghee Park is an investment professional based in New York, NY with over 23 years of experience in the financial industry. James is currently registered with CBRE Capital Advisors, Inc. as a broker. James has been active in the industry since October 24, 2000 and has held previous roles at SERA GLOBAL SECURITIES US LLC, EVERCORE GROUP L.L.C., REALTY CAPITAL SECURITIES, LLC, UBS SECURITIES LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
11/21/2023 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
06/01/2021 - 11/17/2023
SERA GLOBAL SECURITIES US LLC (NEW YORK NY)
NY
12/07/2015 - 06/09/2021
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/14/2013 - 09/02/2015
REALTY CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
08/07/2003 - 05/02/2013
UBS SECURITIES LLC (NEW YORK NY)
NY
11/03/1999 - 03/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Park is the right advisor for you? Invested Better is here to help.