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Yvette Guadalupe Rodriguez-acosta

Evercore Group LLC

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About Yvette Guadalupe Rodriguez-acosta

Yvette Guadalupe Rodriguez-acosta is a registered representative associated with Evercore Group LLC. Yvette is registered with the Financial Industry Regulatory Authority (FINRA) and has a current registration status of Active. Yvette Guadalupe Rodriguez-acosta has passed the following securities industry exams: Uniform Securities Agent State Law Examination, Investment Banking Registered Representative Examination, and Securities Industry Essentials Examination. Yvette Guadalupe Rodriguez-acosta is registered to offer securities in 37 states, the District of Columbia and Puerto Rico.

Firm Information

Yvette Rodriguez-acosta is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Yvette Rodriguez-acosta’s Registration & Firm History

CA

09/26/2022 - Present

Evercore Group LLC (MENLO PARK CA)

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Licenses & Designations

BC

Issued 07/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yvette Guadalupe Rodriguez-acosta.
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