Unclaimed
Nancy Claire Bryson is an active broker with Evercore Group LLC, registered with FINRA and the state of New York. Nancy has held prior positions with Citigroup Global Markets Inc. and Wasserstein Perella & Co., Inc. Nancy has 25 years of experience in the financial services industry. She is a Series 24, Series 7, Series 63, Series 79TO and Series 99TO licensed professional.
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
02/22/2007 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/12/1998 - 09/27/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/29/1996 - 09/04/1998
WASSERSTEIN PERELLA & CO., INC. (NEW YORK NY)
BC
Issued 07/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
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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