Invested Better
Unclaimed

Unclaimed

Unclaimed

Elizabeth Anderson

Evercore Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your Profile

About Elizabeth Anderson

Elizabeth Anderson is a financial professional with over 12 years of experience in the industry. Elizabeth currently holds a Series 7, Series 86, Series 87, and SIE license. Elizabeth is registered in 36 states and the District of Columbia. Elizabeth is currently employed at Evercore Group LLC, where she has been since 2015. Prior to that, Elizabeth worked at UBS Securities LLC, International Strategy & Investment Group LLC, and Deutsche Bank Securities Inc. Elizabeth is a highly experienced financial professional with a strong track record of success.

Firm Information

Elizabeth Anderson is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elizabeth Anderson’s Registration & Firm History

NY

12/06/2017 - Present

Evercore Group LLC (NEW YORK NY)

NY

08/24/2017 - 12/01/2017

UBS SECURITIES LLC (NEW YORK NY)

NY

12/22/2015 - 09/11/2017

EVERCORE GROUP L.L.C. (New York NY)

NY

06/18/2012 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

09/21/2010 - 04/03/2012

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

Not sure if Elizabeth Anderson is right for you?

Licenses & Designations

BC

Issued 09/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/07/2011

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Elizabeth Anderson. Review regulatory record here.
Not sure if Elizabeth Anderson is right for you?