Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Treat is a registered representative with Evercore Group LLC. Geoffrey has been in the securities industry since August 30, 2011 and is currently registered with FINRA and the Securities Investor Protection Corporation. Geoffrey is licensed in 37 states. Geoffrey holds the SIE, Series 63, and Series 79 licenses. Geoffrey was previously employed by UBS Securities LLC in New York, NY from August 30, 2011 to April 1, 2013.
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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NY
03/26/2013 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/30/2011 - 04/01/2013
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 09/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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