Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Pengelly is a financial professional with experience in the industry since August 15, 2018. Garrett is currently registered with Evercore Group LLC and holds a Series 79, Series 63, and SIE license. Garrett was previously registered with BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Garrett 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.
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2
NY
06/05/2024 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/10/2019 - 05/31/2024
BOFA SECURITIES, INC. (NEW YORK NY)
NY
08/12/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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