Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Travers is a financial professional with over 20 years of experience in the securities industry. Patrick has been registered with Clear Street LLC since April 2022. Prior to that, Patrick was a registered representative with Wells Fargo Securities, LLC, Wells Fargo Prime Services, LLC, Deutsche Bank Securities Inc., Merrill Lynch Professional Clearing Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick holds the Series 7, 24, 55, 57TO, 63, 99TO and SIE licenses. Patrick is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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
04/20/2022 - Present
Clear Street LLC (NEW YORK NY)
NC
09/05/2014 - 03/25/2022
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NY
07/08/2014 - 03/25/2022
WELLS FARGO PRIME SERVICES, LLC (New York NY)
NY
08/14/2013 - 06/24/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/11/2010 - 04/02/2013
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
NY
11/19/2009 - 04/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/15/2008 - 12/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/10/2008 - 06/10/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/07/1999 - 04/07/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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