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Julie Ferguson

Evercore Group LLC

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About Julie Ferguson

Julie Ferguson is a registered representative at Evercore Group LLC. Julie has been in the industry for 2 years. Julie holds a Series 79TO, Series 63, and SIE license. Julie is registered in 37 states. The branch office is located at 55 EAST 52ND STREET, NEW YORK, NY 10055.

Firm Information

Julie Ferguson 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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Julie Ferguson’s Registration & Firm History

NY

09/26/2022 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/27/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ferguson.
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