Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lambert Powers is a financial professional with over 14 years of experience in the financial services industry. Powers currently holds a Series 7, Series 63, and Series 79TO licenses and has a strong background in investment banking. He is a Registered Representative of Capstone Partners, a firm with a focus on providing investment banking services. Previously, Powers worked at BDO Capital Advisors, LLC, Navigant Capital Advisors, LLC, Trenwith Securities, LLC and Citigroup Global Markets Inc. Powers holds a Bachelor of Science degree in Economics from the University of Georgia.
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
MA
04/28/2023 - Present
Capstone Partners (BOSTON MA)
GA
04/24/2014 - 04/12/2022
BDO CAPITAL ADVISORS, LLC (ATLANTA GA)
GA
03/27/2009 - 03/10/2014
NAVIGANT CAPITAL ADVISORS, LLC (ATLANTA GA)
MA
08/01/2008 - 12/17/2008
TRENWITH SECURITIES, LLC (BOSTON MA)
NY
12/20/2007 - 07/14/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 05/14/2008
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 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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