Unclaimed
Abhinav Venkatesh is a financial professional with over 2 years of experience in the industry. Abhinav has a Series 63, Series 7TO, Series 79TO and SIE licenses. Abhinav is currently registered with Perella Weinberg Partners LP in New York and New Jersey. Abhinav was previously registered with Robert W. Baird & Co. Incorporated and Credit Suisse Securities (USA) LLC.
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
NY
01/11/2024 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
01/27/2023 - 01/08/2024
ROBERT W. BAIRD & CO. INCORPORATED (New York NY)
NY
08/06/2021 - 02/17/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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