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Dulcinea Terese Everson

Focus Strategies Merchant Banking, LLC

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About Dulcinea Terese Everson

Dulcinea Terese Everson is a registered representative with Focus Strategies Merchant Banking, LLC. Dulcinea has been in the industry since January 9, 2018. Dulcinea holds the Series 7, Series 63, and Series 82TO licenses, and is registered in Texas. Prior to joining Focus Strategies Merchant Banking, LLC, Dulcinea held positions at Deutsche Bank Securities Inc. and Bear, Stearns & Co. Inc.

Firm Information

Dulcinea Everson is currently registered with Focus Strategies Merchant Banking, LLC. Focus Strategies Merchant Banking, LLC is a Limited Liability Company formed in 2007. It is registered in Florida, Missouri, New Mexico, Oregon, and Texas and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Dulcinea Everson’s Registration & Firm History

TX

06/28/2019 - Present

Focus Strategies Merchant Banking, LLC (AUSTIN TX)

NY

05/04/2005 - 03/07/2006

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

09/15/2004 - 04/28/2005

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/09/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2019

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 05/21/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dulcinea Terese Everson.
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