Unclaimed
Rafael Grigoryan is a financial professional currently registered with Evercore Group LLC. Rafael has been working in the financial services industry since January 18, 2019, with previous experience at Raymond James & Associates, Inc. and William Blair. Rafael holds Series 7, 79TO, and SIE licenses and has passed the Uniform Securities Agent State Law Examination (Series 63). Rafael is licensed to conduct business in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
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
CA
04/16/2024 - Present
Evercore Group LLC (MENLO PARK CA)
FL
07/21/2023 - 04/22/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IL
02/03/2021 - 04/12/2023
WILLIAM BLAIR (CHICAGO IL)
FL
10/12/2018 - 02/05/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 07/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 7 - General Securities Representative 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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