Unclaimed
Robert Alan Pacha is a financial advisor currently affiliated with Evercore Group LLC, located in Houston, Texas. Robert has been in the financial services industry since February 1, 1996, and holds the Series 7, Series 63, Series 24, Series 79TO, and SIE licenses. Robert has been registered with Evercore Group LLC since July 8, 2009. Prior to joining Evercore Group LLC, Robert was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, where Robert was registered from October 9, 1995, to March 13, 2009. Robert is registered with the following securities regulators: FINRA, 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
TX
07/08/2009 - Present
Evercore Group LLC (HOUSTON TX)
TX
10/09/1995 - 03/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2001
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 09/08/1995
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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