Unclaimed
Courtney McClelland is a securities professional registered with Evercore Group LLC. Courtney has been in the securities industry since March 10, 2022 and is currently registered in 37 states. Courtney holds the Series 63, Series 7TO and Series 57TO licenses.
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
03/11/2022 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 04/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2022
Series 57TO - Securities Trader Exam
BC
Issued 03/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials 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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