Unclaimed
Kenneth Alfred Masotti is a financial professional with over 20 years of experience in the securities industry. Kenneth's career began in 2001 with Morgan Stanley & Co., Incorporated and continued at Bear, Stearns & Co. Inc. before joining Evercore Group LLC in 2010. Kenneth holds FINRA Series 7, 24, 79TO and SIE licenses. Kenneth is currently registered with FINRA and holds a general securities principal license. Kenneth's current firm Evercore Group LLC is headquartered in Boston, Massachusetts.
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
MA
02/10/2010 - Present
Evercore Group LLC (Boston MA)
NY
08/29/2003 - 06/26/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
12/18/2001 - 08/20/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 04/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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