Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Dickinson Kresge is a financial advisor with Evercore Group LLC. Philip has been in the industry since 2009 and has experience in various roles with firms such as LAZARD MIDDLE MARKET LLC, AEGIS CAPITAL CORP., and SIGNATOR INVESTORS, INC.. Philip has licenses for both series 6 and 7, as well as Series 63, 66 and 79. Philip is registered in 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
NY
10/14/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/03/2018 - 09/06/2019
LAZARD MIDDLE MARKET LLC (NEW YORK NY)
FL
07/08/2010 - 03/25/2011
AEGIS CAPITAL CORP. (BOCA RATON FL)
FL
06/16/2009 - 02/10/2010
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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