Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Gartrell Mezzadri is a financial professional with over 20 years of experience in the industry. Currently, Patricia is registered with Evercore Group LLC, a firm with a broad scope of business activities. Patricia is also a registered representative with FINRA. Prior to joining Evercore Group, Patricia held positions with Morgan Stanley & Co. LLC, J.P. Morgan Securities Inc, and BANC OF AMERICA SECURITIES LLC. Patricia holds several licenses and qualifications, including Series 7, 9, 10, 24, 63, 87 and the SIE exam. Patricia has been registered in multiple states for the majority of her career.
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
NY
12/22/2015 - Present
Evercore Group LLC (NEW YORK NY)
CA
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (SAN FRANCISCO CA)
NY
01/29/2014 - 11/18/2014
EVERCORE GROUP L.L.C. (New York NY)
NY
03/17/2005 - 02/28/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
08/28/2003 - 03/18/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/09/2000 - 08/18/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
SC
09/14/1998 - 06/13/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
10/31/1996 - 04/16/1998
JACK WHITE & COMPANY, INC.
BC
Issued 11/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/2000
Series 4 - Registered Options Principal Examination
BC
Issued 04/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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