Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Riva? Claim Your ProfileRiva Margolis is a financial advisor who has been active in the industry since July 30, 2015. Currently, Riva is registered with Evercore Group LLC in New York, NY. Previously, Riva worked at CITIGROUP GLOBAL MARKETS INC. Riva holds Series 63, SIE, Series 79, and Series 7 licenses. Riva 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
08/27/2018 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/31/2009 - 09/26/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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