Unclaimed
Gregory Walter Minogue is a financial advisor at Evercore Group LLC, located in New York, NY. Gregory has been in the financial services industry since 2008, having previously worked at CREDIT SUISSE SECURITIES (USA) LLC and UBS FINANCIAL SERVICES INC.. Gregory is registered in 37 states and holds the Series 63, 66, 7, 79TO and SIE exams.
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
04/18/2022 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/03/2020 - 04/29/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/11/2008 - 11/19/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BC
Issued 05/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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