Unclaimed
Alexander Waite is a financial advisor with over 7 years of experience in the industry. Alexander currently works at Evercore Group LLC where he is a registered representative. Alexander has passed the Series 63, SIE and Series 79 exams. Alexander previously worked at Lincoln International LLC.
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
03/21/2022 - Present
Evercore Group LLC (NEW YORK NY)
IL
08/20/2015 - 03/11/2022
LINCOLN INTERNATIONAL LLC (CHICAGO IL)
BC
Issued 08/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Waite is the right advisor for you? Invested Better is here to help.