Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyrstin? Claim Your ProfileKyrstin Elizabeth Swan is a securities professional with over 3 years of experience in the industry. Swan has a strong background in investment banking and has held positions at both BMO Capital Markets Corp. and Evercore Group LLC. Her professional licenses include Series 79TO, Series 63, and SIE, demonstrating her commitment to providing clients with comprehensive financial advice. Swan is currently registered with Evercore Group LLC in 37 states across the country.
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
03/19/2021 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/10/2019 - 03/02/2021
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
BC
Issued 08/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kyrstin Swan is the right advisor for you? Invested Better is here to help.
