Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick C Wang is a financial advisor registered with Evercore Group LLC. Patrick has been in the financial industry since January 14, 2013, working with clients in various states. Patrick holds several licenses including Series 7, Series 63, Series 79TO, Series 87, and the SIE. Patrick is registered in 37 states and has a strong track record of providing exceptional service to clients.
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
06/28/2022 - Present
Evercore Group LLC (NEW YORK NY)
IL
09/10/2019 - 06/17/2022
GREENHILL & CO., LLC (CHICAGO IL)
IL
12/12/2012 - 08/16/2019
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
BC
Issued 12/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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