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Isaias Juriel Patete mendez

Pershing LLC

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About Isaias Juriel Patete mendez

Isaias Juriel Patete mendez is a financial professional with experience in the financial services industry. Isaias is registered with Pershing LLC in LAKE MARY, FL. Isaias has passed the Series 7TO, SIE and Series 24 exams and has an active registration in Florida. Isaias is also a registered representative with FINRA.

Firm Information

Isaias Patete mendez is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Isaias Patete mendez’s Registration & Firm History

FL

05/30/2023 - Present

Pershing LLC (LAKE MARY FL)

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Licenses & Designations

BC

Issued 11/03/2023

Series 24 - General Securities Principal Examination

BC

Issued 05/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Isaias Juriel Patete mendez.
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