Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Primavera is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Wellfleet Investments LLC, a firm based in Floral Park, NY. Patrick has a strong background in securities trading and has held previous positions with several firms, including Crito Capital LLC, Dinosaur Financial Group, LLC, and Lampert Capital Markets Inc. Patrick holds multiple licenses and certifications, including Series 7, 24, 55, 63, and 6.
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
05/16/2024 - Present
Wellfleet Investments LLC (FLORAL PARK NY)
NY
11/15/2018 - 03/04/2024
CRITO CAPITAL LLC (NEW YORK NY)
NY
10/17/2016 - 11/28/2017
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
NY
12/23/2015 - 08/11/2016
LAMPERT CAPITAL MARKETS INC. (NEW YORK NY)
PR
09/15/2014 - 12/08/2015
QUASAR TRADING, LLC (SAN JUAN PR)
PR
03/08/2013 - 08/08/2014
QUASAR TRADING, LLC (SAN JUAN PR)
NJ
06/27/2012 - 06/27/2013
COASTAL TRADE SECURITIES, LLC (SHORT HILLS NJ)
NY
01/30/2012 - 06/04/2012
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NY
10/14/2011 - 01/10/2012
DIMENSION TRADING GROUP, LLC (NEW YORK NY)
NY
11/13/2009 - 03/12/2010
M. S. HOWELLS & CO. (NEW YORK NY)
NY
09/25/2009 - 10/30/2009
KOYOTE TRADING LLC (NEW YORK NY)
NY
04/01/2009 - 08/24/2009
PUGLISI & CO. (NEW YORK NY)
NY
01/27/2005 - 06/04/2007
SCHOTTENFELD GROUP LLC (NEW YORK NY)
NY
02/26/2003 - 01/27/2005
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
01/07/2002 - 02/27/2003
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
06/25/2001 - 01/02/2002
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
10/20/1998 - 06/11/2001
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
NY
05/23/2001 - 05/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 01/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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