Unclaimed
Andrew Porat is a financial professional registered with Finalis Securities LLC. Andrew has been in the financial industry since July 28, 2020. Andrew holds Series 63, SIE and Series 79 licenses. Andrew is registered in New Jersey and New York. Andrew was previously registered with PJT PARTNERS LP.
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
06/30/2022 - Present
Finalis Securities LLC (New York NY)
NY
08/02/2018 - 07/02/2020
PJT PARTNERS LP (NEW YORK NY)
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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