Unclaimed
Patrick Coleman is a registered representative of Jefferies LLC. Patrick has been in the financial services industry since July 30, 2017. Patrick holds the Series 63, SIE, and Series 79 licenses. Patrick is registered in Texas and has been employed by Jefferies LLC since May 13, 2019. Previously, Patrick was registered with Credit Suisse Securities (USA) LLC in Houston, TX.
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
TX
05/13/2019 - Present
Jefferies LLC (HOUSTON TX)
TX
07/31/2017 - 06/07/2019
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
BC
Issued 09/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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