Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shreyas? Claim Your ProfileShreyas Patil is a financial professional with over 9 years of experience in the securities industry. Shreyas is currently registered with Wolfe Research Securities and is licensed in New York. Shreyas previously worked at Deutsche Bank Securities Inc. and Credit Suisse Securities (USA) LLC. Shreyas holds the Series 7, 63, 86 and 87 licenses.
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.
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2
NY
08/23/2018 - Present
Wolfe Research Securities (New York NY)
NY
08/10/2017 - 08/22/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/27/2009 - 08/07/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/08/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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