Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames R. Birchall is a securities professional with over 4 years of experience in the industry. He has held a Series 79 license since 2014 and passed the Securities Industry Essentials Examination in 2018. James is currently registered as an Investment Banking Representative in Massachusetts with Jefferies LLC. Prior to joining Jefferies LLC, James worked as a financial professional with SunTrust Robinson Humphrey, Inc. in Orlando, Florida.
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
07/11/2017 - Present
Jefferies LLC (BOSTON MA)
FL
08/25/2014 - 07/25/2017
SUNTRUST ROBINSON HUMPHREY, INC. (ORLANDO FL)
BC
Issued 01/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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