Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edelstein is a financial professional registered with Evercore Group LLC. He is a securities professional licensed in 37 states. He holds the Series 79TO, Series 63, and SIE licenses. Jonathan Edelstein has been in the securities industry since January 10, 2020.
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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NY
01/11/2020 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 10/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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