Unclaimed
Ishika Puri is a financial advisor registered with Evercore Group LLC. Ishika has passed the Series 63, Series 79TO, and SIE exams. Ishika Puri is currently registered with the state securities regulators of 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
08/05/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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