Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Raso is a financial professional with over 25 years of experience in the industry. David is currently registered with Evercore Group LLC, a firm based in New York, NY. Previously, David has worked for International Strategy & Investment Group LLC, Citigroup Global Markets Inc., and Lehman Brothers Inc. David is licensed in several states and holds a number of professional licenses and certifications.
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
12/22/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
12/10/2008 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
10/24/2000 - 12/12/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/06/1997 - 10/10/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/30/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure David Raso is the right advisor for you? Invested Better is here to help.
