Unclaimed
Rafael Antonio Polanco is a financial professional with over 18 years of experience in the industry. Rafael is currently registered with Evercore Group LLC. Rafael has a broad range of licenses and qualifications, including Series 7, Series 24, Series 63, and Series 79. Rafael is registered in 37 states and the District of Columbia.
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
01/01/2005 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 12/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2020
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 12/28/2004
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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