Unclaimed
Philippe Bruno Watrelot is a securities professional with over 15 years of experience in the industry. Philippe is currently registered with Credit Agricole Securities (usa) Inc. in Menlo Park, California and New York. Philippe has a strong background in investment banking and equity trading, having held positions at Credit Agricole Securities (usa) Inc. in New York and Menlo Park. He is a Series 7, 55, 63 and 79 licensed representative.
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
CA
12/22/2017 - Present
Credit Agricole Securities (usa) Inc. (MENLO PARK CA)
NY
11/05/2007 - 06/18/2012
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 03/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/11/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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