Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Patel is a registered representative with Clear Street LLC. Mona has been in the financial industry for a short time, having joined Clear Street in January of 2023. Prior to joining Clear Street, Mona worked for Credit Suisse Securities (USA) LLC in Morrisville, NC. Mona is a Series 7, Series 57, and Series 63 licensed professional.
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
01/10/2023 - Present
Clear Street LLC (NEW YORK NY)
NC
11/14/2022 - 01/26/2023
CREDIT SUISSE SECURITIES (USA) LLC (MORRISVILLE NC)
BC
Issued 11/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 11/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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