Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Monteiro de barros is a Financial Advisor currently associated with Perella Weinberg Partners LP. Patrick Monteiro de barros has been in the industry for 3 years and is registered with FINRA and the state of New York. Patrick Monteiro de barros holds the Series 63, Series 79TO, and SIE licenses. Prior to joining Perella Weinberg Partners LP, Patrick Monteiro de barros was associated with Sage Partners Securities, LLC in Los Angeles, California.
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
05/16/2024 - Present
Perella Weinberg Partners LP (NEW YORK NY)
CA
11/05/2021 - 04/22/2024
SAGE PARTNERS SECURITIES, LLC (LOS ANGELES CA)
BC
Issued 03/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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