Unclaimed
Joshua Magid is a financial professional with over 10 years of experience in the industry. Joshua is currently registered with Evercore Group LLC and has been with the firm since August 2016. Joshua holds a Series 63, Series 79, and SIE license. Joshua was previously registered with Evercore Group L.L.C. and JSB Partners, LP. Joshua is registered in 37 states.
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
08/01/2016 - Present
Evercore Group LLC (NEW YORK NY)
NY
06/11/2015 - 09/09/2015
EVERCORE GROUP L.L.C. (NEW YORK NY)
MA
02/27/2012 - 05/21/2015
JSB PARTNERS, LP (WALTHAM MA)
BC
Issued 08/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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