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Anoushka Mohta

Evercore Group LLC

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About Anoushka Mohta

Anoushka Mohta is a Registered Representative with Evercore Group LLC. Anoushka holds Series 79TO, Series 63 and SIE licenses. Anoushka is registered with FINRA and the state of Texas. Anoushka has been in the financial services industry for over 2 years.

Firm Information

Anoushka Mohta is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Anoushka Mohta’s Registration & Firm History

TX

08/22/2022 - Present

Evercore Group LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anoushka Mohta.
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