Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kunal? Claim Your ProfileKunal Khanna is a financial professional with over 5 years of experience in the industry. Kunal currently works at Evercore Group LLC, a firm specializing in investment banking. Kunal previously worked for Citigroup Global Markets Inc. and Lazard Frères & Co. LLC. Kunal holds the Series 63, SIE and Series 79 licenses. Kunal is registered to provide investment advice 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.
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CA
08/24/2021 - Present
Evercore Group LLC (MENLO PARK CA)
CA
12/05/2018 - 06/03/2021
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
TX
08/11/2017 - 10/22/2018
LAZARD FRERES & CO. LLC (HOUSTON TX)
BC
Issued 12/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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