Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Sedgwick Forbes is a registered representative with Evercore Group LLC in New York, NY. William has been in the industry since February 2015 and holds the Series 63, Series 79, and SIE exams. William is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed 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.
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NY
02/25/2015 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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