Unclaimed
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.
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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2
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)
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
Active
Inactive
F
FINRA
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