Unclaimed
Anviti Suri is a financial professional with experience in the investment banking industry. She is currently registered with Evercore Group LLC as a broker-dealer representative. Anviti Suri holds the Series 63, Series 79TO, and SIE exams. Anviti Suri has prior experience working with Piper Sandler & Co. and has a registration history in 37 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
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
09/03/2024 - Present
Evercore Group LLC (NEW YORK NY)
NY
12/05/2022 - 08/07/2024
PIPER SANDLER & CO. (NEW YORK NY)
BC
Issued 11/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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