Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lischer is a financial advisor with Evercore Group LLC. David has been in the financial services industry since 1997. David has a Series 7, 62, 63, 24, 10, 79TO and SIE licenses. David has passed the Uniform Securities Agent State Law Examination, General Securities Sales Supervisor - General Module Examination, General Securities Principal Examination, Investment Banking Registered Representative Examination, Securities Industry Essentials Examination, General Securities Representative Examination, and Corporate Securities Limited Representative Examination. David has been registered with Evercore Group LLC since 2/10/2022 and is licensed to sell securities in 37 states.
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
02/10/2022 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/27/1997 - 02/24/2022
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2008
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 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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