Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Carroll Terry is a financial advisor with PJT Partners LP, a firm headquartered in New York. Joseph has been in the industry since 2012 and has a Series 79, Series 63, and SIE license. Previously, Joseph worked at Blackstone Advisory Partners L.P. and Credit Suisse Securities (USA) LLC. Joseph has a state registration in New York and is currently employed with PJT Partners LP in New York, NY.
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
08/28/2015 - Present
PJT Partners LP (NEW YORK NY)
NY
06/25/2014 - 10/01/2015
BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)
TX
08/14/2012 - 05/19/2014
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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