Unclaimed
Eric Martz is a Financial Advisor at Evercore Group LLC, which is a Registered Investment Advisor, registered with the SEC. Eric has been a Registered Representative in the securities industry for over 11 years. Eric is registered with the Financial Industry Regulatory Authority (FINRA), and the State of New York. Eric has passed the following exams: Series 63, Series 24, SIE, and Series 79.
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.
1
2
NY
09/23/2014 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/02/2011 - 08/19/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 08/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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