Unclaimed
Mark Tan is a financial professional with over 1 year of experience in the industry. Mark is registered with Evercore Group LLC and holds Series 63, Series 79TO and SIE licenses. Mark is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.
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
07/29/2024 - Present
Evercore Group LLC (MENLO PARK CA)
BC
Issued 05/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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