Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Patrick Evely is a financial professional with experience in the financial industry. Joseph is currently registered with Bailey & Co. Securities, LLC, and has been in the industry since September 28, 2022. Joseph has held previous roles with Pere lla Weinberg Partners LP, and is licensed in Tennessee. Joseph holds the Series 63, Series 79TO, and SIE licenses.
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
TN
02/05/2024 - Present
Bailey & Co. Securities, LLC (Brentwood TN)
NY
08/13/2022 - 12/19/2023
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
BC
Issued 06/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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