Unclaimed
Greta Simons is a financial professional registered with FINRA and the state of New York. Greta is currently employed with Evercore Group LLC and is located in the New York, New York office. Greta is a Series 79TO, Series 63 and SIE licensed representative and has been in the industry for 1 year and 10 months as of September 25th, 2022. Greta 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
09/26/2022 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 07/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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