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Kathleen Marie Emmett

Evercore Group LLC

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About Kathleen Marie Emmett

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.

Firm Information

Kathleen Emmett 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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Kathleen Emmett’s Registration & Firm History

CA

09/21/2020 - Present

Evercore Group LLC (MENLO PARK CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Marie Emmett.
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