Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alpesh? Claim Your ProfileAlpesh Patel is a registered investment advisor representative with State Farm Investment Management Corp., with over 20 years of experience in the industry. Alpesh holds Series 6, 63 and 65 licenses and is registered in both North Carolina and South Carolina. Alpesh has a strong track record of providing investment advice and portfolio management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
SC
09/16/2021 - Present
State Farm Investment Management Corp. (Fort Mill SC)
IA
Issued 09/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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