Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gilbert Veltman is a registered representative at Piper Sandler & Co. with a Series 79 license for investment banking and Series 63 license for the Uniform Securities Agent State Law Examination. Patrick has been in the industry since August 31, 2017, and has prior experience at RBC Capital Markets, LLC. Patrick's branch office location is in Richmond, VA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
06/17/2022 - Present
Piper Sandler & Co. (Richmond VA)
NY
08/17/2017 - 06/01/2022
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 08/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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