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Pranav Goel

Evercore Group LLC

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About Pranav Goel

Pranav Goel is an investment banking professional with over 8 years of experience in the financial industry. Pranav is currently a Registered Representative at Evercore Group LLC. Previously, Pranav worked as a Registered Representative at J.P. Morgan Securities LLC. Pranav is licensed to conduct business in multiple states. Pranav holds the Series 63, SIE and Series 79 licenses.

Firm Information

Pranav Goel is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Pranav Goel’s Registration & Firm History

CA

04/11/2016 - Present

Evercore Group LLC (MENLO PARK CA)

NY

08/25/2014 - 03/21/2016

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/29/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pranav Goel.
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