Unclaimed
Vedvati Anant Shrotre is a financial professional with experience in the industry since August 2018. Vedvati is currently registered with Evercore Group LLC in San Francisco, California. Vedvati holds a Series 7, Series 63, Series 86 and Series 87 license and is licensed in 37 states. Vedvati previously worked at Jefferies LLC in San Francisco.
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
04/03/2024 - Present
Evercore Group LLC (SAN FRANCISCO CA)
CA
08/20/2018 - 04/01/2024
JEFFERIES LLC (SAN FRANCISCO CA)
BC
Issued 09/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/20/2018
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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