Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Tingfang Shi is a registered representative with Evercore Group LLC. Daniel is licensed to sell securities in 37 states and the District of Columbia. Daniel has passed the Series 79TO, SIE, and Series 63 exams. Daniel's registration with FINRA is approved and current.
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.
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NY
07/29/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 08/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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