Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Rutstein is a financial advisor who has been active in the industry since June 28, 2017. Alec is currently registered with Evercore Group LLC. Alec previously worked at BOFA Securities, Inc., Cohen & Steers Securities, LLC and GFA Securities, LLC. Alec has Series 7, Series 63, Series 79TO and SIE licenses. Alec is registered in 37 states.
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
02/07/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/13/2021 - 06/10/2022
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/15/2019 - 03/26/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
10/23/2014 - 06/30/2017
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NY
08/01/2014 - 02/27/2015
GFA SECURITIES, LLC (NEW YORK NY)
BC
Issued 08/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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