Unclaimed
Sandra Chen is a registered representative with Evercore Group LLC. Sandra holds a Series 79TO, Series 63 and SIE license and has been in the industry for less than a year. Sandra is registered in 37 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
07/29/2023 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 05/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sandra Chen is the right advisor for you? Invested Better is here to help.