Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Taylor Shontz is a registered representative and investment banking professional with over 6 years of experience in the financial services industry. James has worked at Lincoln International LLC since April 2022 and previously held a position at KPMG Corporate Finance LLC. James holds a Series 79, Series 82, and Series 63 licenses as well as the Securities Industry Essentials Examination. James is currently registered in California, Illinois, New York, and Texas.
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
04/08/2022 - Present
Lincoln International LLC (NEW YORK NY)
NY
03/07/2016 - 04/11/2022
KPMG CORPORATE FINANCE LLC (NEW YORK NY)
BC
Issued 06/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 03/07/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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