Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Taylor Charney is a financial professional registered with Evercore Group LLC. Jake has been in the industry since July 21, 2024. Jake is registered in 37 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
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
07/22/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 06/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2024
Series 57TO - Securities Trader Exam
BC
Issued 07/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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