Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Litvak is a financial professional with over 6 years of experience in the industry. She is currently registered with Evercore Group LLC and holds a Series 7, Series 66, and Series 79TO license. Frances has worked previously with EVERCORE GROUP L.L.C. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Frances is registered in 37 states.
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
08/17/2022 - Present
Evercore Group LLC (NEW YORK NY)
NY
06/28/2021 - 09/08/2021
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
11/04/2014 - 08/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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