Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Elam Lesher is a financial professional with over 20 years of experience in the industry. James is currently registered with Silver Leaf Partners, LLC, a firm based in New York. James holds several licenses including Series 3, 7, 24, 28, 63, 99TO, and SIE. James previously worked at Coronado Investments, LLC in Rancho Santa Fe, California, and Trautman Wasserman & Company, Inc. in New York.
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
02/15/2013 - Present
Silver Leaf Partners, LLC (NEW YORK NY)
CA
03/05/2004 - 01/31/2013
CORONADO INVESTMENTS, LLC (RANCHO SANTA FE CA)
NY
01/16/2002 - 03/03/2004
TRAUTMAN WASSERMAN & COMPANY, INC. (NEW YORK NY)
BC
Issued 03/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2011
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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