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Francesca Greenwald

Evercore Group LLC

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About Francesca Greenwald

Francesca Greenwald is a financial professional with Evercore Group LLC. Francesca has been in the industry since September 10, 2023. She is licensed to sell securities in 37 states and holds the Series 63, Series 79TO, and SIE licenses. Francesca's current location is in New York, New York.

Firm Information

Francesca Greenwald 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.

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Francesca Greenwald’s Registration & Firm History

NY

09/11/2023 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francesca Greenwald.
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