Ana M. Im
Professional summary
Ana Marisol Im, who also goes by Marisol Im, is a registered financial professional currently at PJT PARTNERS LP located in New York, New York.
Ana is registered as a RR (Registered Representative) and started their career in finance in 2015. Ana has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ana Marisol Im's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 2024 - Present
PJT PARTNERS LP
Office #1: 280 Park Avenue, New York, NY 10017April 4, 2022 - August 12, 2024
EVERCORE GROUP L.L.C.
August 24, 2015 - September 6, 2019
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/3/2024)
Exams
Series 79TO
Date: 4/4/2022
Investment Banking Registered Representative ExaminationFINRA
Current Firm
PJT PARTNERS LP
CRD#: 171058 / SEC#: , 8-69442
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PJT PARTNERS HOLDING LP | LIMITED PARTNER | |
| FLANAGAN, TARA ELIZABETH | CHIEF COMPLIANCE OFFICER | 2540823 |
| KALRA, ARUN JAMES | FINOP | 6570441 |
| LEE, JIYEUN | MANAGING PARTNER/DIRECTOR | 1859635 |
| MEATES, HELEN THERESE | CHIEF FINANCIAL OFFICER/DIRECTOR | 2271715 |
| PJT MANAGEMENT LLC | GENERAL PARTNER | |
| TAUBMAN, PAUL JEFFREY | CEO/DIRECTOR | 1567776 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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