Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ari? Claim Your ProfileAri Berger is a financial advisor with Evercore Group LLC, located in New York, New York. Ari has been in the industry since August 31, 2000. Ari holds a Series 7, Series 63, Series 79TO, and Series 24 license. Ari has worked at Barclays Capital Inc., Lehman Brothers Inc., and Credit Suisse First Boston LLC. Ari is registered 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.
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2
NY
10/21/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/22/2008 - 10/31/2019
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/30/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/01/2000 - 12/02/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 08/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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Nasdaq BX, Inc.
N
Nasdaq Stock Market
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