Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Millon is a financial advisor with CBRE Capital Advisors, Inc. James has over 15 years of experience in the financial industry. James is registered in New York and holds the following licenses: Series 7, Series 63, SIE, and Series 79TO. James was previously employed by Deutsche Bank Securities Inc. and SG Americas Securities, LLC.
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
08/03/2016 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
08/30/2012 - 07/20/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/05/2007 - 09/05/2012
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
BC
Issued 08/14/2007
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 06/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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