Unclaimed
Everett Currier is a financial professional with over 18 years of experience in the industry. Everett is currently registered with Lincoln International LLC, a firm with a national scope. Everett has passed the Series 7, Series 63, Series 79TO, and SIE exams, and is registered to conduct business in California, Georgia, Illinois, New York, Ohio, and Texas. Everett previously worked at KeyBanc Capital Markets Inc. in Cleveland, OH.
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
OH
07/29/2024 - Present
Lincoln International LLC (Cleveland OH)
OH
12/15/2005 - 07/29/2024
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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