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Narendra Chokshi

Pickwick Capital Partners, LLC

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About Narendra Chokshi

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.

Firm Information

Narendra Chokshi is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Narendra Chokshi’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Narendra Chokshi.
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