Unclaimed
Anna Looney is a financial professional currently employed by Evercore Group LLC. Anna has a Series 79TO, SIE, and Series 63 licenses, and has been active in the financial industry since August 4, 2024. Anna is registered with FINRA, and 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
08/05/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 05/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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