Unclaimed
Pavan Rao is a financial professional with over 5 years of experience in the industry. Pavan is currently registered with Evercore Group LLC. Pavan has previously held roles at Truist Securities, Inc. and Evercore Group L.L.C. Pavan holds the Series 63, SIE and Series 79TO licenses. Pavan is licensed 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
06/05/2024 - Present
Evercore Group LLC (NEW YORK NY)
NY
07/05/2023 - 05/02/2024
TRUIST SECURITIES, INC. (New York NY)
NY
05/25/2019 - 06/26/2023
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 04/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2019
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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