Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Aaron Ross is a financial advisor with over 15 years of experience in the industry. He is currently registered with Evercore Group LLC, a firm that specializes in investment banking and advisory services. Previously, Elliot worked at Gruppo, Levey & Co. Elliot holds several industry certifications including the Series 7, Series 79, Series 63 and Series 24. His experience and qualifications enable him to provide financial advice to clients across a wide range of financial needs. He is registered in multiple states and is dedicated to providing high-quality financial services to his 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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2
NY
09/02/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
06/04/2008 - 08/18/2009
GRUPPO, LEVEY & CO. (NEW YORK NY)
BC
Issued 09/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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