Unclaimed
Renee Marquardt is a financial advisor registered with the Securities and Exchange Commission (SEC) and FINRA. Renee holds a Series 7 and 63 license. Renee is currently employed with Evercore Group LLC, located in New York, New York. Renee has been in the industry since 2002 and has experience at International Strategy & Investment Group Inc. and International Strategy & Investment Group 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
12/23/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/16/2012 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
03/28/2001 - 08/24/2010
INTERNATIONAL STRATEGY & INVESTMENT GROUP INC. (NEW YORK NY)
BC
Issued 11/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
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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