Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Rohrer is a financial advisor with Evercore Group LLC. Lindsey has been in the financial services industry since December 16, 2020. Lindsey is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 37 states. Previously, Lindsey was a financial advisor with J.P. Morgan Securities LLC from October 7, 2020, to July 12, 2023. Lindsey holds the Series 7, Series 63, and SIE licenses.
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
09/22/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/07/2020 - 07/12/2023
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 10/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials 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
Not sure Lindsey Rohrer is the right advisor for you? Invested Better is here to help.
