Unclaimed
Nikita Agarwal is a financial professional with Evercore Group LLC, a firm that is NOTINSCOPE for the IA. Nikita is registered in 37 states for Broker-Dealer activities and holds the Series 63, Series 79TO and SIE exams. Nikita began her career in the financial services industry in September 2023. Nikita's current branch office is located in Menlo Park, California.
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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2
CA
09/18/2023 - Present
Evercore Group LLC (MENLO PARK CA)
BC
Issued 05/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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