Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Siddhesh? Claim Your ProfileSiddhesh Patkar is a financial professional with over 14 years of experience in the industry. Siddhesh has a broad range of experience, having worked at Lehman Brothers Inc., J.P. Morgan Securities LLC, and Evercore Group L.L.C. Currently, Siddhesh is a registered representative at J.P. Morgan Securities LLC in New York, NY. Siddhesh is licensed to conduct business in New York. Siddhesh holds the Series 63, SIE, 79, 17, 87, and 86 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/29/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/21/2018 - 01/28/2021
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/29/2016 - 02/12/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NA
03/13/2006 - 07/08/2008
LEHMAN BROTHERS INC. (POWAI MUMBAI )
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/10/2006
Series 17 - Limited Registered Representative Examination
BC
Issued 03/02/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/28/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
Active
Inactive
F
FINRA
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