Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Mei Leong is a financial advisor with Evercore Group LLC. Donna is licensed to conduct securities business in New York and has been in the industry since August 12, 1999. Donna has passed the Series 7, Series 63, and SIE exams and is a Registered Representative with FINRA.
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
01/21/2005 - Present
Evercore Group LLC (NEW YORK NY)
NJ
11/18/2002 - 11/21/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
NY
12/03/1996 - 05/09/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
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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