Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lim is a financial advisor with Evercore Group LLC. Donald has been in the financial services industry since 2005. Donald holds the Series 3, Series 7 and Series 66 licenses and is registered in 37 states. Prior to joining Evercore, Donald was employed by UBS Financial Services Inc.
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
10/21/2014 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/22/2005 - 10/08/2014
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 11/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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