Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Sadeghi is a financial professional with over nine years of experience in the industry. Sam is currently registered with Evercore Group LLC, a broker-dealer and investment advisor. Previously, Sam worked for ALPS Distributors, Inc. and Sanford C. Bernstein & Co., LLC. Sam has a Series 7, Series 63, Series 79TO, and SIE license.
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
08/03/2021 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/07/2020 - 01/25/2021
EVERCORE GROUP L.L.C. (NEW YORK NY)
WA
02/04/2015 - 07/24/2019
ALPS DISTRIBUTORS, INC. (Seattle WA)
CA
05/13/2014 - 02/02/2015
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
IA
Issued 09/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities 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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