Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akshay? Claim Your ProfileAkshay Jotwani is a financial professional registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, SIE, and Series 79 licenses. Akshay is currently employed by Evercore Group LLC and has been in the industry since September 2018. Akshay is registered with the state of California and holds active licenses 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
09/04/2018 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 06/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Akshay Jotwani is the right advisor for you? Invested Better is here to help.
