Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katharine? Claim Your ProfileKatharine Haber is a financial professional with over 10 years of experience in the industry. Katharine is currently registered with Evercore Group LLC and has been with the firm since April 2022. Katharine has a strong track record of success in the financial services industry and holds the Series 7, Series 24, Series 63, Series 79 and SIE licenses. Previously, Katharine was employed at MORGAN STANLEY & CO. LLC from August 2011 to February 2022. Katharine is licensed 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
04/18/2022 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/10/2011 - 02/10/2022
MORGAN STANLEY & CO. LLC (New York NY)
BC
Issued 11/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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