Invested Better
Unclaimed

Unclaimed

Unclaimed

Atharva Apte

Keybanc Capital Markets Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Atharva? Claim Your Profile

About Atharva Apte

Atharva Apte is a registered representative with Keybanc Capital Markets Inc. Atharva is licensed in California. Atharva has passed the Series 63, Series 79TO and SIE exams. Atharva has been in the securities industry since August 2022.

Firm Information

Atharva Apte is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Atharva Apte’s Registration & Firm History

CA

08/22/2022 - Present

Keybanc Capital Markets Inc. (San Francisco CA)

Not sure if Atharva Apte is right for you?

Licenses & Designations

BC

Issued 07/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Atharva Apte.
Not sure if Atharva Apte is right for you?