Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brett Fields is a financial advisor with Evercore Group LLC. Robert has been in the financial services industry since 2017. Robert has a Series 79, Series 63, and SIE license. Robert is registered in 37 states. Robert is currently located in Menlo Park, California.
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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CA
08/17/2024 - Present
Evercore Group LLC (MENLO PARK CA)
CA
03/18/2019 - 04/14/2022
EVERCORE GROUP L.L.C. (MENLO PARK CA)
NY
08/07/2017 - 03/15/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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