Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Smeet? Claim Your ProfileSmeet J Patel is a financial professional with experience in the industry since February 5, 2023. Smeet is currently registered with Union Square Advisors LLC. Smeet holds the Series 79TO and SIE licenses. Previously, Smeet worked at LAZARD FRERES & CO. LLC and RBC CAPITAL MARKETS, LLC.
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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CA
05/13/2024 - Present
Union Square Advisors LLC (SAN FRANCISCO CA)
CA
01/13/2023 - 02/13/2024
LAZARD FRERES & CO. LLC (SAN FRANCISCO CA)
CA
04/04/2022 - 06/07/2022
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
BC
Issued 04/02/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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