Unclaimed
Laura Peetz is a financial professional with over 18 years of experience in the industry. Laura is currently registered with Evercore Group LLC and is licensed in 37 states. Laura previously held a position at CREDIT SUISSE SECURITIES (USA) LLC. Laura has a diverse range of experience in the financial industry and holds several licenses and certifications. Laura's expertise covers areas such as securities trading, financial advising, and investment management.
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
NJ
12/03/2020 - Present
Evercore Group LLC (Warren NJ)
NY
09/24/2004 - 12/15/2020
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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