Unclaimed
Chenxi Dai is a financial professional with experience in the investment banking industry. Chenxi is currently registered with Evercore Group LLC and has been with the firm since August 2021. Prior to joining Evercore, Chenxi was employed at Citigroup Global Markets Inc. from August 2015 until June 2019. Chenxi has a strong track record of success in the financial industry.
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
08/06/2021 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/07/2020 - 12/08/2020
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/24/2015 - 06/24/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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