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Benjamin K Weinstein

Evercore Group LLC

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About Benjamin K Weinstein

Benjamin Weinstein is a financial advisor with Evercore Group LLC. Benjamin has been working in the financial industry since November 15, 2020. Benjamin holds the Series 7TO, Series 63, and SIE licenses. He is registered to sell securities in 37 states and the District of Columbia.

Firm Information

Benjamin Weinstein is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Benjamin Weinstein’s Registration & Firm History

NY

11/16/2020 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Benjamin K Weinstein.
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