Unclaimed
Steven Moroff is a registered representative with Evercore Group LLC. Steven has been in the industry since June 20, 2018. Steven holds the Series 79, SIE, and Series 63 licenses. Steven is registered to conduct business in 37 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Prior to joining Evercore Group LLC, Steven worked at CIBC World Markets Corp. from May 29, 2018 to April 5, 2021.
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
04/29/2021 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/29/2018 - 04/05/2021
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Moroff is the right advisor for you? Invested Better is here to help.