Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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