Unclaimed
Kevin Joaquin is a financial professional with over 2 years of experience in the industry. Kevin is registered with Evercore Group LLC and holds the Series 63, Series 86, Series 87 and SIE licenses. Kevin is registered 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.
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2
NY
09/25/2021 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 09/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/29/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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