Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Markson is a financial advisor with over 10 years of experience in the industry. David currently works at Evercore Group LLC and is licensed in 37 states. David has a strong background in investment banking and holds Series 79, Series 22, Series 24 and Series 63 licenses. David is committed to providing clients with personalized financial advice and investment strategies.
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
08/31/2021 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/27/2010 - 07/29/2021
TRIAGO (NEW YORK NY)
BC
Issued 12/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2010
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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