Unclaimed
Paul Pensa has been in the securities industry since October 7, 1993. Paul is currently registered with Evercore Group LLC. Paul has been with Evercore Group LLC since September 7, 2007. Previously, Paul was registered with INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC and CREDIT SUISSE FIRST BOSTON LLC. Paul has passed the Financial and Operations Principal Examination, the Operations Professional Examination and the Securities Industry Essentials Examination.
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
09/07/2007 - Present
Evercore Group LLC (NEW YORK NY)
NY
04/24/2015 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
03/15/1991 - 02/10/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 03/14/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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