Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Morrison is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Evercore Group LLC and is licensed to provide investment advice in 37 states. Jeffrey holds several securities licenses including Series 7, Series 86, and Series 87. Jeffrey has previously held positions at International Strategy & Investment Group LLC, Citigroup Global Markets Inc. and Sanford C. Bernstein & Co., LLC. Jeffrey specializes in providing investment advice to individual investors.
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.
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2
CT
12/22/2015 - Present
Evercore Group LLC (Westport CT)
NY
03/13/2009 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
08/28/2003 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/09/2001 - 07/09/2003
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/22/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/08/2001
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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