Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Whitaker is a financial advisor with over 20 years of experience in the securities industry. He is a registered representative of Blackstone Securities Partners LP, which has a branch office in New York, NY. Carlos has held the Series 7, Series 63, and Series 24 licenses since 2000, and has been registered in every state.
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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NY
09/30/2022 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
09/12/2000 - 10/06/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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