Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Ryan Marsalis is a licensed securities professional with experience in the financial services industry. He has a broad range of licenses, including the Series 7, 79, 63, and 24, demonstrating a comprehensive understanding of the securities markets. He is registered with FINRA and holds licenses in multiple states. Zachary Ryan Marsalis is currently employed with Evercore Group LLC, a firm with a national reach. Previously, he was associated with PPHB Securities LP, for over five years.
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
08/21/2015 - Present
Evercore Group LLC (HOUSTON TX)
TX
03/04/2010 - 08/21/2015
PPHB SECURITIES LP (HOUSTON TX)
BC
Issued 08/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
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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