Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wei is a financial professional with Lincoln International LLC. James has been in the industry since July 31, 2023 and has a strong background in investment banking. James is licensed in California, Florida, Georgia, Illinois, New York, and Texas and holds the Series 63, Series 79TO, and SIE exams. James is committed to providing clients with personalized financial advice and guidance.
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.
1
2
CA
08/01/2023 - Present
Lincoln International LLC (San Francisco CA)
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure James Wei is the right advisor for you? Invested Better is here to help.
