Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lisac is an investment banking professional with over 10 years of experience in the financial services industry. James is currently registered with Capstone Partners and holds Series 79, Series 63, and SIE licenses. Previously, James held positions at Huron Transaction Advisory LLC and Dresner Investment Services, Inc.
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
IL
03/03/2021 - Present
Capstone Partners (Chicago IL)
IL
06/13/2014 - 06/02/2020
HURON TRANSACTION ADVISORY LLC (CHICAGO IL)
IL
11/01/2011 - 07/15/2013
DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 03/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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