Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Conklin is a financial professional with experience in investment banking. Patrick is currently registered with Evercore Group LLC and previously worked with CREDIT SUISSE SECURITIES (USA) 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
NY
05/16/2023 - Present
Evercore Group LLC (NEW YORK NY)
NY
08/06/2022 - 05/17/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 05/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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