Unclaimed
Russ Marcus is a financial professional with over 25 years of experience in the financial industry. Currently, Russ Marcus is registered with Evercore Group LLC. Prior to joining Evercore Group LLC, Russ Marcus was employed at UNITED FIRST PARTNERS LLC, JEFFERIES LLC, HAPOALIM SECURITIES USA, INC., UBS SECURITIES LLC and MORGAN STANLEY & CO., INCORPORATED. Russ Marcus is licensed to provide securities advice and services in many 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.
1
2
NY
09/06/2024 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/06/2021 - 08/07/2024
UNITED FIRST PARTNERS LLC (NEW YORK NY)
NY
04/07/2010 - 05/14/2021
JEFFERIES LLC (NEW YORK NY)
NY
05/05/2009 - 04/12/2010
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
CT
01/19/2005 - 03/17/2009
UBS SECURITIES LLC (STAMFORD CT)
NY
07/13/1998 - 01/12/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/13/2000
Series 3 - National Commodity Futures Examination
BC
Issued 07/10/1998
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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