Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Montupet is a financial professional with over 10 years of experience in the industry. James is registered with BDT & MSD Partners, LLC and holds the Series 7, Series 79, Series 24, and Series 63 licenses. James is registered in 51 states as well as with FINRA. James's current role is a General Securities Principal.
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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IL
07/26/2011 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
BC
Issued 05/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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