Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lilly is a financial advisor with PJT Partners LP, a firm based in New York, New York. James has been in the financial services industry since 2012. James holds the Series 63, Series 79 and SIE securities licenses and is registered in the state of New York. James previously worked at EVERCORE GROUP L.L.C.
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
06/05/2023 - Present
PJT Partners LP (NEW YORK NY)
NY
09/07/2012 - 06/02/2023
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 10/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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