Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter David Brundage is a financial advisor with Evercore Group LLC in Dallas, Texas. Peter has over 40 years of experience in the financial services industry. Peter previously worked at Goldman Sachs & Co. LLC, Shearson Lehman Brothers Inc., Lehman Brothers Kuhn Loeb Incorporated, and Viscount Securities Corporation. Peter has passed the Series 7, Series 24, Series 63, Series 79TO and SIE exams. Peter is registered with the Financial Industry Regulatory Authority (FINRA) and with 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
TX
02/15/2018 - Present
Evercore Group LLC (Dallas TX)
TX
06/27/1985 - 08/31/2017
GOLDMAN SACHS & CO. LLC (DALLAS TX)
NA
05/19/1983 - 03/07/1987
SHEARSON LEHMAN BROTHERS INC.
NA
06/07/1983 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
06/29/1982 - 10/13/1983
VISCOUNT SECURITIES CORPORATION
BC
Issued 06/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2005
Series 24 - General Securities Principal 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 06/19/1982
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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