Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akash? Claim Your ProfileAkash Patel is a registered representative with Morgan Stanley. Akash has been in the industry since 2019 and holds the Series 63, Series 65, Series 7TO and SIE licenses. Akash is registered to provide securities and investment advisory services in 52 states and the District of Columbia. Akash specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Akash is also a partner in Jaan Development LLC, Patel Clips LLC and Patel Cleaners 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NM
01/26/2024 - Present
Morgan Stanley (Albuquerque NM)
IA
Issued 12/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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