Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avinash? Claim Your ProfileAvinash Abhas Patel is a financial professional with experience in the securities industry since 2009. Currently, Avinash is registered with PJT Partners LP. Avinash has held previous positions at Credit Suisse Securities (USA) LLC, Columbia West Capital, LLC, and UBS Securities LLC. Avinash holds the Series 63, Series 7, Series 24, Series 79TO and SIE licenses. Avinash is registered in New York.
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
04/11/2016 - Present
PJT Partners LP (NEW YORK NY)
NY
04/29/2014 - 04/12/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
AZ
11/19/2013 - 03/24/2014
COLUMBIA WEST CAPITAL, LLC ("CWC") (SCOTTSDALE AZ)
IL
09/08/2008 - 06/18/2013
UBS SECURITIES LLC (CHICAGO IL)
BC
Issued 10/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2023
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 09/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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