Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Haller is a financial professional with over 13 years of experience in the industry. Currently, Jeffrey is an active registered representative with Evercore Group LLC. Previously, Jeffrey has been registered with Goldman Sachs & Co. LLC, RBC Capital Markets, LLC and Citigroup Global Markets Inc. Jeffrey has a wide range of experience with a focus on investment banking.
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
NY
05/14/2024 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/09/2017 - 06/06/2024
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
09/26/2012 - 06/21/2017
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
09/27/2010 - 09/17/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/12/2007 - 01/02/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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