Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bandel is a financial advisor with Evercore Group LLC. Jason is a Series 7, 63, 86 and 87 licensed professional. He has been in the industry since February 2009 and has prior experience at Deutsche Bank Securities Inc., Canaccord Genuity Inc., and Leumi Investment Services Inc. Jason holds registrations 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
NY
07/19/2018 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/10/2012 - 06/04/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
TX
01/11/2010 - 05/15/2012
CANACCORD GENUITY INC. (HOUSTON TX)
NY
03/07/2005 - 03/28/2006
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
BC
Issued 02/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/18/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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