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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akhileswar? Claim Your ProfileAkhileswar Patel is an investment advisor representative at Equitable Advisors, LLC in Old Bridge, New Jersey. Akileswar has been in the industry since March 1998 and has a diverse background, holding licenses for both brokerage and investment advisory services. Akileswar has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Akileswar also has experience with a range of investment products and services, including financial planning, portfolio management, and insurance. Akhileswar is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
07/30/2002 - Present
Equitable Advisors, LLC (OLD BRIDGE NJ)
NY
03/30/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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