Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Wintermantel is a registered representative with Evercore Group LLC in Westport, CT. Oliver has been in the securities industry since 2007 and is licensed to offer investment advice in 37 states. Oliver has a wide range of experience in the financial industry, having worked at several firms including International Strategy & Investment Group LLC and Morgan Stanley & Co. Incorporated. Oliver holds the Series 7, 86, 87 and SIE licenses.
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
CT
02/07/2019 - Present
Evercore Group LLC (Westport CT)
NY
12/22/2015 - 11/02/2017
EVERCORE GROUP L.L.C. (New York NY)
NY
04/12/2010 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
12/14/2005 - 03/24/2010
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/13/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/13/2005
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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