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Philippe Bruno Watrelot

Credit Agricole Securities (usa) Inc.

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About Philippe Bruno Watrelot

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.

Firm Information

Philippe Watrelot is currently registered with Credit Agricole Securities (usa) Inc.. Credit Agricole Securities (usa) Inc. is a corporation formed in 1968 and is approved to operate in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Philippe Watrelot’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Philippe Bruno Watrelot.
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