Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bo? Claim Your ProfileBo Sung Yi is a registered representative with Evercore Group LLC. Bo has been in the industry since October 25, 2007. Bo holds the Series 63, Series 24, Series 79TO, SIE and Series 7 licenses. Bo is registered 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
10/25/2007 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 11/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
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 10/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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