Unclaimed
Tammy Kiely is a financial advisor with over 23 years of experience in the financial services industry. Tammy has a strong background in investment banking and has held positions at Goldman Sachs & Co. LLC and Evercore Group LLC. Tammy has a wide range of knowledge and experience in the financial services industry, and she is committed to providing her clients with personalized financial advice and guidance.
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
01/03/2024 - Present
Evercore Group LLC (MENLO PARK CA)
CA
10/01/1999 - 10/16/2023
GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)
BC
Issued 03/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2008
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
BC
Issued 09/03/1999
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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