Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lalonde is a registered representative with Evercore Group LLC, based in New York, NY. Timothy has been in the securities industry since August 12, 1997. Prior to joining Evercore Group LLC, Timothy was registered with UBS Warburg LLC and SBC Warburg Dillon Read Inc. Timothy holds the Series 7, Series 24, Series 63, Series 79TO, Series 99TO, and SIE licenses and 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
01/14/2003 - Present
Evercore Group LLC (NEW YORK NY)
NY
06/29/1998 - 06/06/2001
UBS WARBURG LLC (NEW YORK NY)
CT
01/05/1996 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
BC
Issued 01/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
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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