Unclaimed
Maxim Mounier is a registered representative of Evercore Group LLC, with a registration date of July 30, 2024. Maxim holds the Series 63, Series 79TO and SIE licenses, with a focus on Investment Banking. Maxim Mounier is registered to conduct business 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.
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2
NY
07/30/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 05/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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