Unclaimed
Suzanne Blanche Schiavelli is a securities professional with over 25 years of experience in the financial services industry. Suzanne has held various roles at leading firms such as Morgan Stanley, Lehman Brothers, and Evercore Group LLC. Suzanne is currently registered with Evercore Group LLC and holds a Series 7, Series 16, Series 63, Series 86 and Series 87 license. Suzanne also holds the Securities Industry Essentials Examination (SIE) certification. Suzanne is registered to conduct business 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
12/22/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
10/13/2010 - 11/18/2014
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
06/16/2008 - 04/22/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
03/15/2002 - 11/06/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/02/2000 - 03/06/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/17/1996 - 07/01/1999
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
NJ
09/24/1992 - 05/09/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 03/31/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure Suzanne Schiavelli is the right advisor for you? Invested Better is here to help.