Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fu Lu is a financial advisor with Evercore Group LLC in Menlo Park, CA. Steven has been in the industry since 2012 and has worked at Citigroup Global Markets Inc., KPMG Corporate Finance LLC, Wedbush Securities Inc., and Sandler, O'Neill & Partners, L.P. Steven holds the Series 7, 79TO, and SIE licenses.
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
CA
04/12/2022 - Present
Evercore Group LLC (MENLO PARK CA)
CA
07/25/2016 - 04/06/2022
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
05/02/2012 - 08/11/2014
KPMG CORPORATE FINANCE LLC (SANTA CLARA CA)
CA
08/14/2009 - 09/03/2010
WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)
CA
05/09/2008 - 07/08/2009
SANDLER, O'NEILL & PARTNERS, L.P. (SAN FRANCISCO CA)
BC
Issued 05/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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