Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lipacis is a financial advisor with Evercore Group LLC. Mark has been in the industry since March 5, 1998. Mark holds the Series 7, Series 63, Series 86 and Series 87 licenses. Mark has worked for several firms during their career including Jefferies LLC, Morgan Stanley & Co. Incorporated, Prudential Equity Group, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark is currently registered in 37 states.
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
04/05/2024 - Present
Evercore Group LLC (NEW YORK NY)
CA
06/27/2011 - 04/17/2024
JEFFERIES LLC (SAN FRANCISCO CA)
CA
07/26/2007 - 06/30/2011
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
04/23/2003 - 06/22/2007
PRUDENTIAL EQUITY GROUP, LLC (SAN FRANCISCO CA)
NY
01/12/1998 - 04/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/23/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/10/1998
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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