Unclaimed
Patrick Eugene Kratus is a financial professional with over 20 years of experience in the industry. Patrick is currently registered with Keybanc Capital Markets Inc. in California and Ohio. Prior to joining Keybanc, Patrick was a registered representative with BMO Capital Markets Corp. in California, and previously held positions at UBS Securities LLC, Montgomery & Co., LLC, and Robertson Stephens, Inc. Patrick holds the Series 7, 24, 63, 79TO, and SIE licenses.
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
03/02/2021 - Present
Keybanc Capital Markets Inc. (San Francisco CA)
CA
07/24/2012 - 12/18/2020
BMO CAPITAL MARKETS CORP. (SAN FRANCISCO CA)
CA
09/11/2007 - 05/17/2012
UBS SECURITIES LLC (SAN FRANCISCO CA)
CA
08/26/2005 - 08/01/2007
MONTGOMERY & CO., LLC (SAN FRANCISCO CA)
CA
01/28/2003 - 07/18/2005
THINKEQUITY PARTNERS LLC (SAN FRANCISCO CA)
CA
09/11/2001 - 07/23/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BC
Issued 12/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Patrick Kratus is the right advisor for you? Invested Better is here to help.