Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wiens is a securities professional with over six years of experience in the financial services industry. Robert holds the Series 7, Series 63, and Series 79TO licenses. Robert is currently registered with Evercore Group LLC, an investment bank and advisory firm. Robert has previously worked at Evercore Group L.L.C and HSBC Securities (USA) Inc. Robert's current registration covers 37 states including Alabama, Alaska, Arizona, and Arkansas.
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
08/22/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/06/2022 - 08/22/2022
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
11/17/2016 - 08/05/2021
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 12/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2016
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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