Unclaimed
Melissa Spaen is a financial professional with over 7 years of experience in the securities industry. Melissa is currently registered with Evercore Group LLC and has been working with the firm since July 2018. Melissa has previously worked with Deutsche Bank Securities Inc. Melissa is licensed to sell securities in 37 states across the US and has passed the Series 63, SIE and Series 79 exams.
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
07/16/2018 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/18/2015 - 07/06/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 06/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Spaen is the right advisor for you? Invested Better is here to help.