Unclaimed
Abhinav Poddar is a financial professional with over 13 years of experience in the industry. Abhinav currently works at Evercore Group LLC as a registered representative. Previously, Abhinav worked for Deutsche Bank Securities Inc. and Houlihan Lokey Howard & Zukin Capital, Inc. Abhinav holds FINRA Series 7, 24, 63, 79TO and SIE licenses. Abhinav is registered to provide investment advice in 37 states.
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
05/22/2018 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/21/2010 - 05/14/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/21/2009 - 05/10/2010
HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (NEW YORK NY)
BC
Issued 08/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2021
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 08/20/2009
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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