Unclaimed
Cady Lee is an investment banking professional with Evercore Group LLC. Cady is registered with FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Cady has passed the Series 63, Series 79TO, and SIE exams.
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
09/26/2022 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 07/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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