Unclaimed
Athena Wu is an investment banking professional with Evercore Group LLC. Athena has a strong track record of success in the financial services industry, having passed the Series 79TO, Series 63, and SIE exams. Athena holds active registrations in 37 states and is a valuable asset to the Evercore Group LLC team.
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
08/01/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 06/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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