Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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