Invested Better
Unclaimed

Unclaimed

Unclaimed

Victor H Chan

Evercore Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Victor? Claim Your Profile

About Victor H Chan

Victor Chan is a financial professional with over 15 years of experience in the industry. Victor has a broad range of experience, having worked for firms like Citigroup Global Markets Inc. and Ameriprise Financial Services, Inc. Currently, Victor works for Evercore Group LLC. Victor is licensed to provide financial advice in 37 states. Victor's areas of expertise include investment banking and securities. Victor is a dedicated professional with a strong commitment to providing exceptional service to clients.

Firm Information

Victor Chan is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Victor Chan’s Registration & Firm History

NY

09/21/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

09/25/2013 - 06/11/2015

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

VA

06/13/2006 - 01/11/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)

Not sure if Victor H Chan is right for you?

Licenses & Designations

BC

Issued 09/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/24/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 06/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Victor H Chan.
Not sure if Victor H Chan is right for you?