Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Daniel is a financial advisor with Evercore Group LLC. Alexander has been in the industry since 2016. Alexander has a Series 63, Series 79 and SIE licenses and is registered in 37 states. Alexander was previously employed by 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.
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NY
06/23/2021 - Present
Evercore Group LLC (NEW YORK NY)
NY
01/02/2018 - 07/25/2019
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/15/2016 - 12/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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