Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick William Marvin is a financial professional with over 25 years of experience in the industry. Patrick is currently registered with Evercore Group LLC and has a broad range of experience in the financial services sector. Patrick has held previous roles at International Strategy & Investment Group LLC, EVERCORE GROUP L.L.C., MACQUARIE CAPITAL (USA) INC., FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC, and CITIGROUP GLOBAL MARKETS INC. Patrick holds multiple industry licenses and designations.
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
12/22/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
09/08/2010 - 11/18/2014
EVERCORE GROUP L.L.C. (New York NY)
NY
12/01/2009 - 06/09/2010
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
07/24/2008 - 12/01/2009
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (NEW YORK NY)
NY
11/02/2000 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
11/29/1996 - 10/02/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure Patrick Marvin is the right advisor for you? Invested Better is here to help.
