Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Sakwa is a financial professional with over 25 years of experience in the industry. He has a strong track record of success in the investment banking and securities industries. Stephen is currently a Registered Representative with Evercore Group LLC, a leading investment banking firm. Prior to joining Evercore Group LLC, he was with International Strategy & Investment Group LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen has held a wide range of roles throughout his career, including investment banking, securities trading, and research. Stephen is committed to providing his clients with personalized financial advice and investment strategies tailored to their specific needs. He is highly knowledgeable in various investment areas, including securities, and has a deep understanding of the markets.
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
12/22/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/21/2009 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
09/18/1996 - 05/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/06/1994 - 01/26/1996
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/30/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/11/1994
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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