Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Mahaney is a financial advisor with Evercore Group LLC. Mark has been in the industry since 2001 and has a wealth of experience in the financial services industry. Mark is registered to provide securities advice in 37 states and is also registered with FINRA. Mark holds the Series 7, 63, 86, and 87 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
CA
03/25/2021 - Present
Evercore Group LLC (SAN FRANCISCO CA)
CA
01/11/2013 - 12/22/2020
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
NY
06/03/2005 - 11/08/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/10/1998 - 01/10/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 05/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/07/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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