Unclaimed
Yun Chen is a financial professional registered in 37 states and the District of Columbia. Yun holds the Series 79TO and SIE licenses and has been working in the industry since September 15, 2023. Yun is currently employed by Evercore Group LLC, a firm with a national presence.
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
09/16/2023 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 05/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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