Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandeep? Claim Your ProfileSandeep Sharma has over 20 years of experience in the financial services industry. Sandeep is currently registered with Evercore Group LLC and has previously held positions at Morgan Stanley & Co. LLC, Wells Fargo Securities, LLC, and J.P. Morgan Securities Inc. Sandeep holds multiple industry licenses, including Series 7, 24, 6, 52, 79, 82, and 99, as well as the SIE exam.
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
09/06/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/02/2021 - 09/22/2023
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
12/01/2020 - 05/25/2021
WELLS FARGO SECURITIES, LLC (New York NY)
NY
03/22/2010 - 11/19/2020
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
10/01/2008 - 03/05/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/18/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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