Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Michaels is a financial advisor with Evercore Group LLC. Theodore has been in the financial services industry since 2007 and has a broad range of experience in the investment banking sector. Theodore holds FINRA Series 7, 79, 24, 63 and SIE licenses. Theodore is registered in 37 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
05/09/2022 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/05/2007 - 11/24/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 06/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2022
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 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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