Unclaimed
Amit Daryanani is a financial advisor with Evercore Group LLC. Amit has over 20 years of experience in the financial industry and holds licenses for both broker-dealer and investment advisor activities. Amit specializes in providing comprehensive financial planning and investment management services. Prior to joining Evercore Group LLC, Amit was with RBC Capital Markets, LLC and RBC Capital Markets Corporation in San Francisco.
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
CA
05/13/2019 - Present
Evercore Group LLC (SAN FRANCISCO CA)
CA
02/29/2008 - 02/05/2019
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
07/05/2004 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (SAN FRANCISCO CA)
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/02/2004
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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