Unclaimed
Nikhil Menon is a financial advisor with over 16 years of experience in the industry. Nikhil has held roles at Perella Weinberg Partners LP and Bear, Stearns & Co. Inc. Nikhil is currently registered with Perella Weinberg Partners LP. Nikhil holds the Series 7, 63, 24, and SIE licenses and the Series 79TO exam. Nikhil is registered in New Jersey and New York.
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
03/07/2017 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
06/18/2008 - 06/29/2016
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
NY
09/07/2006 - 06/16/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2019
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 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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