Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunil? Claim Your ProfileSunil Koshie is a financial professional with over 10 years of experience in the industry. Sunil has held various positions at prominent firms including Morgan Stanley & Co. LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Sunil is registered with Evercore Group LLC, a leading investment banking firm. Sunil holds Series 7 and 63 securities licenses and the SIE exam. Sunil is registered 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
CA
07/14/2014 - Present
Evercore Group LLC (MENLO PARK CA)
CA
07/30/2010 - 03/27/2012
MORGAN STANLEY & CO. LLC (MENLO PARK CA)
CA
11/04/2009 - 04/08/2010
BROADPOINT AMTECH, INC. (SAN FRANCISCO CA)
NY
10/23/2007 - 05/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sunil Koshie is the right advisor for you? Invested Better is here to help.
