Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Bartlett is a financial professional with experience in the securities industry. Sara is currently registered with Evercore Group LLC and holds the Series 7, Series 79 and Series 63 licenses. Sara has previously worked at Credit Suisse Securities (USA) LLC.
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
01/17/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/07/2021 - 02/10/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/08/2021
SIE - Securities Industry Essentials 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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