Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kalinsky is a registered representative with Evercore Group LLC and has been in the securities industry since September 15, 2014. Adam has a Series 63, Series 79 and SIE license. Adam has worked at Lazard Freres & Co. LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NY
09/11/2020 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/12/2017 - 09/14/2020
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
09/01/2014 - 09/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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