Unclaimed
Patriek Wolterbeek is a securities professional with experience in the financial services industry. Patriek is currently registered with Blackstone Securities Partners LP and holds a Series 7 and Series 63 license. Patriek was previously registered with Credit Suisse Securities (USA) LLC.
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
08/13/2019 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
10/04/2017 - 06/03/2019
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 01/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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