Unclaimed
Ignacio Bernaldez is a financial professional registered with Evercore Group LLC. Ignacio has been in the industry since 2022 and holds the Series 63, Series 79, Series 86, Series 87, and SIE licenses. Ignacio is registered in 37 states and the District of Columbia. Previously, Ignacio worked at Benchmark Investments, 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
NY
06/06/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/24/2022 - 05/24/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
BC
Issued 04/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/24/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/08/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ignacio Bernaldez is the right advisor for you? Invested Better is here to help.