Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yesha? Claim Your ProfileYesha N. Patel is a registered representative with Evercore Group LLC. Yesha holds the Series 63, SIE, Series 86, and Series 87 licenses and is registered in 37 states and the District of Columbia. Yesha has been in the securities industry since August 7, 2023.
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
08/08/2023 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 06/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/19/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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