Unclaimed
Heather Sahrbeck is a financial advisor registered in 37 states with Evercore Group LLC. Heather has been in the securities industry since June 2012. Heather has a strong background in investment banking and has passed the Series 7, SIE and Series 79TO 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
02/05/2020 - Present
Evercore Group LLC (NEW YORK NY)
NY
11/21/2000 - 07/24/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 10/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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