Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Fortuna is a registered representative with Evercore Group LLC. Terri has been in the securities industry since 2010. Terri has a strong background in the financial services industry and has held various positions at several firms.
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
12/23/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
03/16/2010 - 11/18/2014
EVERCORE GROUP L.L.C. (New York NY)
BC
Issued 06/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/15/2010
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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