Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wenk is a financial advisor with Perella Weinberg Partners LP in New York, NY. James has been in the industry since December 2015. Prior to joining Perella Weinberg Partners LP, James worked at Stifel, Nicolaus & Company, Incorporated, BDO Capital Advisors, LLC and BTMU Securities, Inc. James has a Series 63, Series 79 and SIE license. James is registered with the state of New York.
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
09/13/2021 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
11/29/2017 - 08/13/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
MA
05/12/2016 - 11/09/2017
BDO CAPITAL ADVISORS, LLC (BOSTON MA)
NY
02/24/2015 - 09/01/2015
BTMU SECURITIES, INC. (NEW YORK NY)
BC
Issued 05/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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