Unclaimed
Rupak Mehta is a registered representative with Evercore Group LLC. Rupak has been in the securities industry since 2019 and holds Series 79TO, SIE and Series 63 licenses. Rupak is registered to conduct business in 37 states and the District of Columbia.
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
01/01/2020 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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