Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Zanze is a financial advisor with over 20 years of experience in the industry. James currently works at Aquilo Partners, LP. James has previously worked at J.P. Morgan Securities Inc. and Hambrecht & Quist LLC. James has a wide range of experience and expertise, including investment banking, securities, and operations.
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
CA
02/06/2003 - Present
Aquilo Partners, LP (SAN FRANCISCO CA)
NY
02/01/2000 - 10/23/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
02/19/1999 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
IA
Issued 06/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional 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 01/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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