Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Michalik is a financial professional with over 6 years of experience in the industry. Alison is currently registered with Evercore Group LLC and holds Series 7TO, SIE, and Series 79 licenses. Previously, Alison worked at Duff & Phelps Securities LLC. Alison is licensed to conduct business 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.
1
2
NY
12/03/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/21/2017 - 12/09/2019
DUFF & PHELPS SECURITIES LLC (NEW YORK NY)
BC
Issued 07/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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