Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Montani is a financial professional with over 14 years of experience in the securities industry. Michael is currently registered with Evercore Group LLC and has held previous roles with International Strategy & Investment Group LLC and Morgan Stanley & Co. Incorporated. Michael is a Series 7, Series 86, Series 87 and Series 63 licensed representative, having passed all of those exams in 2007 and 2018. Michael has held registration in multiple states including 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.
1
2
CT
02/13/2019 - Present
Evercore Group LLC (Westport CT)
NY
12/23/2015 - 01/02/2018
EVERCORE GROUP L.L.C. (New York NY)
NY
04/12/2010 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
10/01/2007 - 03/16/2010
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/17/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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