Unclaimed
Prem Patel is a securities professional with over 2 years of experience in the industry. Prem is currently registered with Evercore Group LLC and holds a Series 63, Series 86, Series 87, and SIE license. Prem is registered to offer securities in 37 states and the District of Columbia. Prem is also registered with FINRA.
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
NY
05/08/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 03/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/22/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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