Unclaimed
Jesalyn Wong yanling is a financial advisor currently registered with Evercore Group LLC. Jesalyn has been in the industry since September 2022 and holds multiple licenses including the Series 63, Series 86, Series 87, SIE, and Series 7TO. Previously, Jesalyn was employed by Credit Suisse Securities (USA) LLC. Jesalyn is registered to conduct business in multiple states across the country.
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
06/22/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/27/2022 - 07/10/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/31/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2022
Series 7TO - General Securities Representative 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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