Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wiltsee is a financial advisor with Evercore Group LLC. James has been in the financial industry since 2010. James has Series 7, Series 63, Series 66, Series 79, and SIE licenses. James is registered in 37 states and is a member of FINRA. James has previously worked at PIPER SANDLER & CO., BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and WELLS FARGO ADVISORS FINANCIAL NETWORK, 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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2
NY
12/22/2021 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/29/2019 - 11/30/2021
PIPER SANDLER & CO. (NEW YORK NY)
NY
05/10/2019 - 07/05/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
08/12/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
VA
06/03/2010 - 08/24/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RESTON VA)
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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