Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Liu is a licensed securities professional with over 2 years of experience in the financial services industry. Edward is currently registered with Evercore Group LLC and holds Series 63, Series 79TO, and SIE licenses. Edward is registered in 37 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Edward's primary focus is on providing investment banking services to clients.
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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CA
07/31/2023 - Present
Evercore Group LLC (MENLO PARK CA)
BC
Issued 05/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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