Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martinez is a financial professional with over 15 years of experience in the industry. Michael is currently registered with Evercore Group LLC and holds the Series 7, Series 24, and Series 66 licenses as well as the SIE designation. Previously, Michael has worked for Credit Suisse Securities (USA) LLC, Barclays Capital Inc., and Lehman Brothers Inc. Michael 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
NJ
01/19/2018 - Present
Evercore Group LLC (Warren NJ)
NY
10/15/2012 - 02/13/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/22/2008 - 10/11/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/31/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
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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