Unclaimed
Boone Jarek Holliday is a financial advisor with Evercore Group LLC. Boone is a registered representative in 37 states, as well as with FINRA and the SEC. Boone holds the Series 79TO, Series 63, and SIE licenses. Boone has been in the securities industry for over 6 months. Boone joined Evercore Group LLC on November 6, 2023, from RBC Capital Markets, LLC, where Boone worked for a short period in 2023. Boone's office is located in Menlo Park, CA.
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
CA
11/06/2023 - Present
Evercore Group LLC (MENLO PARK CA)
NY
08/14/2023 - 10/25/2023
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 11/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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