Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Richardson is a financial advisor with over 16 years of experience in the industry. Stephen is currently registered with Evercore Group LLC and has been with the firm since December 2015. Prior to joining Evercore Group LLC, Stephen was with INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, DEUTSCHE BANK SECURITIES INC., and MORGAN STANLEY & CO. LLC. Stephen holds the Series 63, SIE, Series 87, Series 86, and Series 7 licenses. Stephen is registered in 37 states across the United 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
12/23/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
04/29/2015 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
08/08/2011 - 04/30/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/10/2005 - 07/27/2011
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/25/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/09/2005
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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