Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Addeo is a financial professional with over 13 years of experience in the industry. Dale is currently registered with Evercore Group LLC, a firm that is not currently in scope for Investment Advisor registration. Dale has held a Series 7, Series 63, Series 79TO, and Series 24, as well as the Securities Industry Essentials (SIE) exam. Dale is registered to conduct business in multiple states and has a strong track record of success. Prior to Evercore Group LLC, Dale was with UBS Securities LLC.
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
09/03/2013 - Present
Evercore Group LLC (NEW YORK NY)
NY
04/14/2010 - 08/14/2013
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 11/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2023
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 04/13/2010
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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