Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Holmes McCartney is a registered representative with PJT Partners LP. Patrick has been active in the financial industry since December 19, 2016. Patrick holds licenses including Series 7, 63, 79, 86, 87 and SIE. Patrick is registered in California and New York. Before joining PJT Partners LP, Patrick was a registered representative at Liontree Advisors LLC and Citigroup Global Markets Inc. Patrick is also a former registered representative at Lazard Capital Markets LLC.
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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2
CA
03/27/2023 - Present
PJT Partners LP (SAN FRANCISCO CA)
CA
05/19/2021 - 02/10/2023
LIONTREE ADVISORS LLC (San Francisco CA)
CA
03/01/2017 - 04/27/2021
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
01/02/2012 - 05/16/2012
LAZARD CAPITAL MARKETS LLC (SAN FRANCISCO CA)
BC
Issued 03/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/02/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/01/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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