Unclaimed
Samy Peyret is a financial advisor with Evercore Group LLC, located in Menlo Park, California. Samy has over 8 years of experience in the financial services industry and is registered with FINRA, the Securities Industry Essentials Examination, and the Investment Banking Registered Representative Examination.
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
CA
05/03/2022 - Present
Evercore Group LLC (MENLO PARK CA)
CA
09/22/2014 - 04/26/2022
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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