Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shweta? Claim Your ProfileShweta Khajuria is a registered representative with Wolfe Research Securities. She holds the Series 7, Series 63, Series 86, Series 87, and SIE licenses and is registered in California and New York. Shweta has over 13 years of experience in the financial services industry, previously working with firms such as Evercore Group L.L.C., RBC Capital Markets, LLC, JMP Securities LLC, CRT Capital Group LLC, and Sanford C. Bernstein & Co., LLC.
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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CA
06/26/2024 - Present
Wolfe Research Securities (San Francisco CA)
CA
02/18/2021 - 06/21/2024
EVERCORE GROUP L.L.C. (SAN FRANCISCO CA)
CA
03/19/2018 - 02/08/2021
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
05/12/2015 - 03/20/2018
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
09/17/2014 - 05/04/2015
CRT CAPITAL GROUP LLC (San Francisco CA)
CA
04/26/2011 - 09/09/2014
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
BC
Issued 05/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/10/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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