Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul is a financial professional with over 15 years of experience in the industry. Robert is currently registered with Evercore Group LLC. Prior to joining Evercore Group LLC, Robert was a registered representative with Credit Suisse Securities (USA) LLC and J.P. Morgan Securities Inc. Robert holds a variety of licenses, including Series 3, 7, 24, 63, 79 and SIE. Robert 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
TX
06/26/2018 - Present
Evercore Group LLC (HOUSTON TX)
TX
08/08/2016 - 06/29/2018
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
TX
10/01/2008 - 10/21/2008
J.P.MORGAN SECURITIES INC. (HOUSTON TX)
TX
09/09/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
BC
Issued 06/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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