Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Buckley is a financial professional with over 10 years of experience in the industry. James is currently a registered representative with Perella Weinberg Partners LP, a firm that provides investment banking and asset management services. James is registered in California and New York. Prior to joining Perella Weinberg Partners LP, James worked at RBC Capital Markets, LLC, where he was a registered representative. James holds the Series 63, Series 79, Series 24, and SIE licenses.
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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CA
06/25/2015 - Present
Perella Weinberg Partners LP (SAN FRANCISCO CA)
CA
01/01/2014 - 06/03/2015
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
BC
Issued 02/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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