Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Carlevato is a financial professional who has been in the industry since September 3, 2021. Patrick currently works at SEI Investments Distribution Co. in Oaks, Pennsylvania. Before joining SEI Investments Distribution Co., Patrick worked at J.P. Morgan Securities LLC in Chicago, Illinois. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and SIE licenses. Patrick is registered in Pennsylvania and Illinois.
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
PA
10/16/2023 - Present
SEI Investments Distribution Co. (OAKS PA)
IL
12/05/2020 - 01/07/2022
SEI INVESTMENTS DISTRIBUTION CO. (CHICAGO IL)
IL
06/12/2018 - 06/19/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
BC
Issued 06/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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