Unclaimed
Urmi Uttam Jain is a registered representative with Rede Partners (americas) LLC. Urmi has been in the securities industry since 2020. Urmi holds Series 7, Series 63 and SIE licenses. Urmi has previous experience with EVERCORE GROUP L.L.C. and Goldman Sachs & Co. LLC. Urmi is registered to sell securities in 40 states and the District of Columbia.
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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2
NY
06/03/2024 - Present
Rede Partners (americas) LLC (NEW YORK NY)
NY
03/28/2022 - 05/14/2024
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
09/03/2020 - 04/14/2022
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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