Unclaimed
Logan Alexander Toops is a financial professional with over 3 years of experience in the industry. Logan is currently registered with Evercore Group LLC. Logan holds a Series 79TO, Series 63 and SIE. Logan is registered in 37 states. Before joining Evercore Group LLC, Logan worked at MORGAN STANLEY & CO. LLC and RBC CAPITAL MARKETS, LLC.
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
CA
07/13/2022 - Present
Evercore Group LLC (MENLO PARK CA)
CA
06/01/2021 - 04/13/2022
MORGAN STANLEY & CO. LLC (San Francisco CA)
CA
08/23/2019 - 04/28/2021
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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