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Periscope Wealth Partners jobs and careers

United States

About Periscope Wealth Partners

Boutique Financial Services Firm - Tailored investment & risk management strategies for individuals, small businesses, endowments. With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer (Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Periscope Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 7024239.1(9/24)(Exp.9/26)

Employees
1 to 10
Headquarters
United States

Leadership

The top of Periscope Wealth Partners's org chart, with how many people report into each leader.

PMPhoto of Patrick McEvoy

Patrick McEvoy

Founding Partner

Jobs at Periscope Wealth Partners

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