Unclaimed
Zaheed Kajani is a financial professional with over twenty years of experience in the industry. Zaheed has a strong background in investment banking and has worked for a number of prominent firms, including Citigroup Global Markets Inc., UBS Securities LLC, Lehman Brothers Inc., and SG Cowen Securities Corporation. Currently, Zaheed is a registered representative with Evercore Group LLC, a leading investment banking firm. Zaheed holds several industry licenses and certifications, including the Series 7, Series 24, and Series 79TO, demonstrating a commitment to professional development and compliance.
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
01/25/2019 - Present
Evercore Group LLC (MENLO PARK CA)
CA
08/12/2009 - 02/07/2019
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
09/28/2006 - 06/11/2009
UBS SECURITIES LLC (SAN FRANCISCO CA)
CA
05/19/2004 - 06/13/2006
LEHMAN BROTHERS INC. (MENLO PARK CA)
NY
07/21/2003 - 04/13/2004
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
10/10/2001 - 01/29/2003
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 07/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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