Unclaimed
James Zukin is a financial advisor with Young America Capital, LLC, based in Mamaroneck, NY. James has over 30 years of experience in the financial industry. James holds the Series 7, Series 79, and Series 63 licenses.
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
03/06/2020 - Present
Young America Capital, LLC (MAMARONECK NY)
CA
06/23/1986 - 04/29/2014
HOULIHAN LOKEY CAPITAL, INC. (LOS ANGELES CA)
BC
Issued 02/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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