Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Solberg is a financial professional with experience in the investment banking industry. Patrick is currently registered with Lazard Freres & Co. LLC and has previously been employed by HSBC Securities (USA) Inc. Patrick holds a Series 79, Series 79TO, and a SIE license. Patrick passed the Uniform Securities Agent State Law Examination (Series 63) in 2017.
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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NY
08/09/2023 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
11/21/2017 - 06/09/2021
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 09/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/04/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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