Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kai? Claim Your ProfileKai Zhang Sherwin is a registered representative associated with Evercore Group LLC, a firm registered with FINRA. Kai has been in the securities industry since August 8, 2021 and has experience in investment banking. Kai is licensed to sell securities in 37 states.
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
08/09/2021 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 05/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kai Sherwin is the right advisor for you? Invested Better is here to help.
