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 financial professional with over 7 years of experience in the industry. Akash currently works at J.p. Morgan Institutional Investments Inc. in New York. Akash has worked for several other firms including Ivy Distributors, Inc. and Waddell & Reed. Akash has a strong educational background and is licensed to provide investment advice in all states except for the District of Columbia. Akash holds several licenses, including the Series 7, Series 63, Series 3, and Series 65. Akash specializes in providing financial advice to a wide range of clients.
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
NY
01/08/2022 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
KS
03/27/2019 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
03/27/2019 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
BC
Issued 04/11/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2022
Series 3 - National Commodity Futures Examination
BC
Issued 03/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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