Unclaimed
Shriniket Maddipatla is a registered representative with Perella Weinberg Partners LP in San Francisco, CA. Shriniket is a Series 63, Series 79TO and SIE licensed advisor, having passed the exams in May and August 2023. Shriniket joined Perella Weinberg Partners LP in August 2023 and has been in the financial industry since August 2023.
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
CA
08/14/2023 - Present
Perella Weinberg Partners LP (SAN FRANCISCO CA)
BC
Issued 05/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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