Unclaimed
Samuel Richardson is a financial professional registered with Evercore Group LLC. Samuel has been in the industry for over 2 years and is licensed in 37 states. Samuel holds the Series 63, Series 79TO and SIE exams and has experience in Investment Banking.
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
08/07/2021 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 06/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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