Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Motemaden is a financial advisor with Evercore Group LLC. David has been in the financial industry since 2015 and is registered to offer investment advice in 37 states. David has passed the Series 63, Series 7, Series 86 and Series 87 exams. Prior to Evercore, David worked at Credit Suisse Securities (USA) LLC from 2011 to 2014.
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
03/01/2018 - Present
Evercore Group LLC (NEW YORK NY)
NY
06/28/2011 - 08/08/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 01/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure David Motemaden is the right advisor for you? Invested Better is here to help.
