Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jon Weintraub is a financial professional with Evercore Group LLC. William has been in the industry since April 29, 2023 and is registered in 37 states. William holds the Series 63, SIE and Series 79TO licenses.
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
TX
04/30/2023 - Present
Evercore Group LLC (HOUSTON TX)
BC
Issued 04/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2023
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure William Weintraub is the right advisor for you? Invested Better is here to help.
