Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Cheng is a financial professional with over 10 years of experience in the financial services industry. Warren is currently registered with Evercore Group LLC. Prior to that, Warren held positions at INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, MACQUARIE CAPITAL (USA) INC. and J.P. MORGAN SECURITIES INC. Warren holds the following licenses: Series 7, Series 63, Series 86, Series 87 and SIE. Warren is registered in 37 states and the District of Columbia.
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
10/03/2013 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
02/02/2009 - 06/28/2010
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
10/01/2008 - 12/16/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/09/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/11/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/03/2013
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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