Unclaimed
Robert Harrison Birns is a financial advisor with Evercore Group LLC. Robert has been in the financial services industry since August 3, 2016. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, Series 79 and SIE licenses. Robert is also registered with the state of New York and 36 other states. Robert was previously employed by MORGAN STANLEY.
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
08/19/2020 - Present
Evercore Group LLC (NEW YORK NY)
NY
06/13/2019 - 08/22/2019
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
07/25/2014 - 05/29/2018
MORGAN STANLEY (PURCHASE NY)
BC
Issued 07/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2014
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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