Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Said is a financial professional who is currently registered with Evercore Group LLC. Charlotte is registered in 37 states and has a Series 7, Series 79TO, and SIE license. Charlotte was previously employed by J.P. Morgan Securities LLC in Greenwich, CT from 2017 to 2019. Charlotte joined Evercore Group LLC on 9/16/2023.
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
NY
09/16/2023 - Present
Evercore Group LLC (NEW YORK NY)
CT
08/15/2017 - 04/03/2019
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
BC
Issued 05/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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