Unclaimed
Stephen Landry is a financial advisor who has been in the industry since September 4, 2017. Stephen is currently registered with Evercore Group LLC. Stephen has been with Evercore Group LLC since February 16, 2018, and previously worked at J.P. MORGAN SECURITIES LLC from August 21, 2017 to January 31, 2018. Stephen has passed the Series 7, Series 79, Series 63, and SIE exams and holds registrations in 37 states. Stephen is also registered with FINRA.
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
02/16/2018 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/21/2017 - 01/31/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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