Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Coolidge is a registered representative with Evercore Group LLC, a firm with offices in New York, NY. Katherine is licensed in 37 states. Katherine passed the Series 7TO, Series 57TO and Series 63 exams and holds the Series SIE license.
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
08/11/2023 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 04/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2023
Series 57TO - Securities Trader Exam
BC
Issued 08/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2023
SIE - Securities Industry Essentials 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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