Unclaimed
Daniel Mendelow is a financial professional registered with Evercore Group LLC and has been in the industry since January 2005. Daniel has Series 7, 24, 63, 79, and SIE licenses. Daniel is registered in 37 states and Puerto Rico.
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
01/06/2005 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 02/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2013
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 01/05/2005
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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