Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Werner Kobelt is a financial advisor with Evercore Group LLC. Brandon has been in the financial services industry since 2006. Brandon holds Series 4, 7, 24, 57, and 63 licenses. Brandon is registered in 37 states and is a registered representative with FINRA. Previously, Brandon worked at INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC and MILLER TABAK + CO., LLC.
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
CT
12/23/2015 - Present
Evercore Group LLC (Westport CT)
NY
04/22/2013 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
09/08/2006 - 04/22/2013
MILLER TABAK + CO., LLC (NEW YORK NY)
BC
Issued 11/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 57 - Securities Trader Exam
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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