Unclaimed
Bharat Venugopal is a financial advisor who has been in the industry since May 10, 2014. Currently, Bharat works as a registered representative at Morgan Stanley & Co. LLC. Bharat has a Series 63, SIE and Series 79 license. Previously, Bharat was a registered representative at Evercore Group L.L.C. Bharat is registered in California and New York.
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.
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2
CA
06/23/2021 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
NY
08/31/2013 - 10/12/2020
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 09/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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