Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tilson is a financial advisor registered with Evercore Group LLC. James has been in the industry since December 20, 2010. James is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 63, 79 and SIE licenses. James is registered in 37 states.
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
04/06/2017 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/24/2013 - 03/17/2017
UBS SECURITIES LLC (NEW YORK NY)
NJ
09/25/2012 - 07/17/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WATCHUNG NJ)
NJ
08/16/2010 - 06/15/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (WATCHUNG NJ)
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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