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Zaheed Kajani

Evercore Group LLC

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About Zaheed Kajani

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.

Firm Information

Zaheed Kajani is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Zaheed Kajani’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Zaheed Kajani.
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