Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sameer? Claim Your ProfileSameer Jatin Patel is a registered investment advisor with Evercore Group LLC. He is a licensed securities agent and has passed the Series 63, Series 86, Series 87 and SIE exams. Sameer Patel is registered to offer investment advice in 37 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
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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NY
09/30/2022 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 01/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/02/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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