Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McDonald is a financial professional with experience in the industry. James holds the Series 79TO, Series 63, and SIE licenses. James currently works at Perella Weinberg Partners LP as a Registered Representative in New York. James was previously employed by BARCLAYS CAPITAL INC. in New York.
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
02/06/2024 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
09/12/2022 - 01/17/2024
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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