Invested Better
Unclaimed

Unclaimed

Unclaimed

Lauren Polo Patnaude

BDT & MSD Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lauren? Claim Your Profile

About Lauren Polo Patnaude

Lauren Patnaude is an investment professional with over 15 years of experience in the financial services industry. Lauren is currently a registered representative with BDT & MSD Partners, LLC in Chicago, IL. Prior to joining BDT & MSD Partners, Lauren was employed by Goldman, Sachs & Co. and UBS Financial Services Inc. Lauren holds licenses Series 7, 79, 24, 63 and 66.

Firm Information

Lauren Patnaude is currently registered with BDT & MSD Partners, LLC. BDT & MSD Partners, LLC is a Limited Liability Company formed on April 30, 2009. The firm is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lauren Patnaude’s Registration & Firm History

IL

09/08/2014 - Present

BDT & MSD Partners, LLC (CHICAGO IL)

NY

11/01/2004 - 06/03/2009

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

09/22/2003 - 11/19/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

Not sure if Lauren Polo Patnaude is right for you?

Licenses & Designations

BC

Issued 03/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/08/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2016

Series 7 - General Securities Representative Examination

BC

Issued 09/08/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Polo Patnaude.
Not sure if Lauren Polo Patnaude is right for you?