Unclaimed
Kevin Michael Cofsky is a financial professional with over 18 years of experience in the industry. He is currently registered with Perella Weinberg Partners LP in New York, New York, and has been with the firm since January 2007. Cofsky previously worked at Evercore Group Inc. from December 2004 to April 2006, also in New York, New York. Cofsky holds several licenses including Series 7, 24, 63 and SIE, and is licensed in New York.
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
01/19/2007 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
12/16/2004 - 04/10/2006
EVERCORE GROUP INC. (NEW YORK NY)
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2018
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 12/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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