Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katheryn? Claim Your ProfileKatheryn Iorio is a financial professional with over 18 years of experience in the financial services industry. Katheryn currently works at Evercore Group LLC, a company that offers financial services in a range of areas. Previously, Katheryn worked at Credit Suisse Securities (USA) LLC, and First Investors Corporation. Katheryn is registered with FINRA and holds the Series 6, 7, 63, and SIE licenses. Katheryn is licensed to sell securities in 37 states and the District of Columbia.
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
09/23/2022 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/13/2004 - 10/05/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
01/14/2002 - 02/20/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 02/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2002
Series 6 - Investment Company Products/Variable Contracts 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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