Unclaimed
Patrick Walravens is a securities professional with over 24 years of experience in the financial industry. Patrick currently works at Citizens JMP Securities, LLC, based in San Francisco, CA. Patrick has also held positions at Lehman Brothers Inc. in New York, NY. Patrick holds Series 63, 24, SIE, 87, 86, and 7 licenses. Patrick is registered with FINRA and the state of California.
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
CA
01/03/2002 - Present
Citizens JMP Securities, LLC (SAN FRANCISCO CA)
NY
03/02/1998 - 07/24/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 07/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/22/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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