Unclaimed
Geoffrey Skelly is a financial advisor with Evercore Group LLC, a firm with a Broker-Dealer (BC) scope. Geoffrey is registered in 37 states and is licensed to sell securities in the United States. Geoffrey has been in the financial industry for over 2 years. He has passed the Series 79TO, Series 63, and SIE exams. Prior to joining Evercore Group LLC, Geoffrey worked at UBS Securities LLC.
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
03/20/2024 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/20/2022 - 03/05/2024
UBS SECURITIES LLC (New York NY)
BC
Issued 08/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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