Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Frame is a financial professional with over 10 years of experience in the investment banking industry. James has a Series 79, SIE and Series 63 license and is registered in 37 states. James is currently employed with Evercore Group LLC. Previously, James worked at CREDIT SUISSE SECURITIES (USA) 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.
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NY
08/07/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/22/2013 - 08/07/2019
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 02/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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