Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chloe? Claim Your ProfileChloe Shin is an investment banking professional with experience in the financial services industry. Chloe is registered with FINRA and the state of California. Chloe is currently employed with Perella Weinberg Partners LP and has previously held a position at the same firm. Chloe holds a Series 63, Series 79TO, and a SIE. Chloe's current registration is active.
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
CA
10/04/2023 - Present
Perella Weinberg Partners LP (SAN FRANCISCO CA)
CA
09/04/2020 - 07/26/2022
PERELLA WEINBERG PARTNERS LP (SAN FRANCISCO CA)
BC
Issued 08/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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