Unclaimed
Michael Lonegan is a registered representative with Evercore Group LLC. Michael has over 9 years of experience in the securities industry. Michael is registered in 37 states and holds the Series 7, 55, 63, 86 and 87 licenses. Michael was previously employed by Barclays Capital Inc. and KBC Financial Products USA, Inc.
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
04/22/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
02/12/2015 - 04/26/2019
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/14/2007 - 05/27/2008
KBC FINANCIAL PRODUCTS USA, INC. (NEW YORK NY)
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/13/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2007
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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