Unclaimed
Jonathan Miller is a registered representative with Evercore Group LLC. Jonathan has been in the securities industry since August 18, 2016. Jonathan is licensed in 37 states and holds the Series 7, 63, 86 and 87 licenses, as well as the SIE exam.
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
08/19/2016 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/02/2016
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/19/2016
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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