Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paliotta is a financial advisor who has been in the industry since 1991. Currently, Michael is a registered representative with Evercore Group LLC, where he has been since 2017. Michael is licensed to provide investment advice and securities trading in a number of states, including Alabama, Alaska, Arizona, California, Colorado, and many more. Michael also holds a number of industry credentials, including the Series 7, Series 10, Series 24, and Series 63. Prior to joining Evercore Group LLC, Michael worked at Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Neuberger Berman, LLC.
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
11/02/2017 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/10/2000 - 12/01/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
02/01/2000 - 10/10/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/01/1995 - 02/02/2000
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
09/04/1990 - 12/31/1993
NEUBERGER & BERMAN (NEW YORK NY)
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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