Unclaimed
Jiaxin Yan is a financial professional with Evercore Group LLC. Jiaxin is registered with FINRA and holds the Series 79TO and SIE licenses. Jiaxin is registered with the following states: Colorado, District of Columbia, Florida, Louisiana, Maryland, and Puerto Rico.
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
TX
08/05/2024 - Present
Evercore Group LLC (HOUSTON TX)
BC
Issued 08/03/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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