Unclaimed
Sachin Aggarwal is a financial professional with over 18 years of experience in the securities industry. Sachin is currently registered with Evercore Group LLC and has been with the firm since August 2019. Before joining Evercore Group LLC, Sachin was employed with BOFA SECURITIES, INC. from May 2019 to August 2019, and with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from September 2004 to May 2019. Sachin is registered to provide securities-related services 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
08/29/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
05/10/2019 - 08/27/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
09/17/2004 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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