Unclaimed
Patrick Clavin is a financial professional with over 15 years of experience in the financial services industry. Patrick currently works at Btig, LLC, a financial services firm based in New York, NY. Prior to joining Btig, LLC, Patrick was employed at MERUS CAPITAL PARTNERS, LLC, FIRST NEW YORK SECURITIES L.L.C., SARATOGA CAPITAL MARKETS, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Patrick holds multiple industry licenses, including Series 6, 7, 55, 57TO, and 63.
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
NY
07/08/2021 - Present
Btig, LLC (New York NY)
NY
05/23/2014 - 11/09/2015
MERUS CAPITAL PARTNERS, LLC (NEW YORK NY)
NY
01/03/2011 - 05/27/2014
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
07/09/2004 - 12/16/2004
SARATOGA CAPITAL MARKETS (NEW YORK NY)
WI
09/21/2001 - 03/26/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 07/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/06/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/31/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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