Unclaimed
Stephen Patrick Schaible is a financial professional with over 27 years of experience in the securities industry. Stephen is currently registered with Evercore Group LLC, a firm with a focus on investment banking. Prior to joining Evercore Group LLC, Stephen was a registered representative with Citigroup Global Markets Inc. and J.P. Morgan Securities Inc. Stephen holds a Series 63, Series 79TO, Series 24 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Stephen 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
10/17/2007 - Present
Evercore Group LLC (NEW YORK NY)
NY
03/15/2001 - 09/18/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/09/1995 - 02/28/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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