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Joshua Chazaro

Evercore Group LLC

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About Joshua Chazaro

Joshua Chazaro is a financial advisor at Evercore Group LLC. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 37 states. Joshua has a strong background in financial analysis, having passed the Series 86 and Series 87 exams, as well as the Series 63 exam. Joshua has been in the financial industry for over 6 months. Before joining Evercore Group LLC, Joshua was with Canaccord Genuity LLC.

Firm Information

Joshua Chazaro is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Joshua Chazaro’s Registration & Firm History

NY

03/05/2024 - Present

Evercore Group LLC (NEW YORK NY)

NY

08/14/2023 - 03/27/2024

CANACCORD GENUITY LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2023

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/04/2023

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Chazaro.
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