Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Leonard Wolfson is a financial professional with over 20 years of experience in the industry. Ira currently works at Evercore Group LLC. Prior to joining Evercore Group LLC, Ira worked at Rothschild Inc. and Thomas Weisel Partners LLC. Ira holds a variety of licenses and registrations, including Series 7, 24, 63, 79TO and SIE.
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
01/09/2017 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/14/2001 - 01/03/2017
ROTHSCHILD INC. (NEW YORK NY)
CA
12/05/2000 - 06/25/2001
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BC
Issued 03/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure Ira Wolfson is the right advisor for you? Invested Better is here to help.
