Unclaimed
Kathleen Emmett is a registered representative with Evercore Group LLC. Kathleen is licensed to sell securities in 37 states and is also registered with FINRA. Kathleen has been active in the financial services industry since September 2020 and is located at the Menlo Park, CA branch office.
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.
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2
CA
09/21/2020 - Present
Evercore Group LLC (MENLO PARK CA)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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