Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aatish? Claim Your ProfileAatish Shah is a financial advisor currently registered with Evercore Group LLC, a firm that specializes in investment banking, advisory, and asset management services. Aatish has over six years of experience in the financial industry. His previous employers include BMO Capital Markets Corp. and Susquehanna Financial Group, LLLP. Aatish holds the Series 7, 63, and 87 licenses. He is also a Registered Representative and Investment Advisor Representative.
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
07/20/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
12/08/2019 - 06/10/2022
BMO CAPITAL MARKETS CORP. (New York NY)
NY
03/29/2016 - 11/05/2019
SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)
BC
Issued 08/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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