Unclaimed
Narendra Chokshi is a financial professional with over 15 years of experience in the industry. He is currently registered with Pickwick Capital Partners, LLC, and holds both Series 7 and Series 63 licenses. Narendra has previously held positions at several prominent firms, including Jefferies LLC, Merrill Lynch, Piper Jaffray, and Bear Stearns. His diverse background and extensive experience make him well-suited to provide comprehensive financial advice to individuals and businesses.
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
11/09/2018 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
NY
09/30/2013 - 08/01/2018
JEFFERIES LLC (NEW YORK NY)
NY
10/27/2010 - 05/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/10/2008 - 10/11/2010
PIPER JAFFRAY & CO. (NEW YORK NY)
NY
08/05/2008 - 10/03/2008
PIPER JAFFRAY & CO. (NEW YORK NY)
NY
09/13/2007 - 06/10/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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