Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morley Sincerbeaux is a financial professional with over six years of experience in the industry. He is currently registered with Evercore Group LLC and holds the Series 7TO, SIE, and Series 79 licenses. Robert has previously worked with PJT Partners LP, Park Hill Group LLC, and Wells Fargo Securities, LLC. Robert is registered with the securities regulators of 37 states and is currently active with FINRA and 4 SROs. Robert is dedicated to providing his clients with personalized financial advice and investment strategies tailored to their specific needs.
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
09/28/2021 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/31/2020 - 07/28/2021
PJT PARTNERS LP (NEW YORK NY)
NY
10/14/2019 - 08/31/2020
PARK HILL GROUP LLC (NEW YORK NY)
NY
09/20/2017 - 09/30/2019
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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