Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Levine is a financial advisor who is currently registered with Evercore Group LLC. Peter has been in the industry since October 1, 2015, and holds the following licenses: Series 63, Series 7, Series 86 and Series 87. Peter is registered in 37 states and the District of Columbia. Peter was previously employed by NEEDHAM & COMPANY, LLC.
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
06/20/2018 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/21/2015 - 06/08/2018
NEEDHAM & COMPANY, LLC (NEW YORK NY)
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/17/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/21/2015
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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