Unclaimed
Hunter Patrick Ellis is a financial professional currently registered with Evercore Group LLC. Hunter is a licensed broker-dealer and investment advisor. He has a Series 79, Series 63, and Series SIE license. Hunter has experience in the financial services industry since 2017 and has worked for Lazard Freres & Co. LLC and Evercore Group L.L.C. in the past. Hunter has a strong understanding of the investment banking industry, and is registered to provide services 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.
1
2
TX
09/04/2024 - Present
Evercore Group LLC (HOUSTON TX)
TX
05/22/2018 - 09/10/2019
EVERCORE GROUP L.L.C. (HOUSTON TX)
TX
07/21/2017 - 04/13/2018
LAZARD FRERES & CO. LLC (HOUSTON TX)
BC
Issued 08/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/15/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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