Unclaimed
Gregory Melich is a financial advisor who has been working in the industry since 1996. He is currently registered with Evercore Group LLC and is licensed to sell securities in 36 states. He holds the Series 7, Series 63, Series 87 and SIE exams. Previously, Gregory Melich has worked for Morgan Stanley & Co. Incorporated and International Strategy & Investment Group 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
CT
03/04/2019 - Present
Evercore Group LLC (Westport CT)
NY
12/22/2015 - 11/16/2017
EVERCORE GROUP L.L.C. (New York NY)
NY
06/08/2010 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
09/02/2009 - 06/02/2010
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
06/01/2009 - 09/02/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
12/08/1994 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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