Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Shah is a financial professional with over 18 years of experience in the industry. Neil currently works at Evercore Group LLC. Neil has a background in investment banking and has held prior roles at Citigroup Global Markets Inc. and KKR Capital Markets LLC. Neil is licensed to provide securities and 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.
1
2
NY
08/26/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
04/23/2013 - 05/09/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/29/2010 - 04/16/2013
KKR CAPITAL MARKETS LLC (NEW YORK NY)
NY
09/28/2004 - 05/24/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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