Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Patel is a financial professional with over 9 years of experience in the industry. Neal has a Series 79 license for investment banking and has passed the Series 63, SIE, and Series 24 exams. Neal is registered with FINRA and is currently employed by Evercore Group LLC, based out of their New York, NY office.
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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NY
08/29/2013 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 09/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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