Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney McBean is a financial professional with over 17 years of experience in the financial industry. Courtney currently works as a Registered Representative and Investment Banking Representative for Evercore Group LLC, a leading investment banking firm. Courtney's career has spanned several firms including Greenhill & Co. and Citigroup Global Markets Inc., gaining experience in various financial sectors. Courtney has a broad range of expertise including securities, investment banking, and financial planning, as evidenced by their various licenses and registrations.
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
CA
02/08/2016 - Present
Evercore Group LLC (MENLO PARK CA)
CA
06/30/2010 - 11/23/2015
GREENHILL & CO., LLC (SAN FRANCISCO CA)
CA
10/11/2005 - 06/17/2010
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
BC
Issued 11/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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