Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amiben? Claim Your ProfileAmiben Patel is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Amiben has been working in the financial services industry since December 2017. Amiben holds the Series 66, Series 7 and SIE licenses. Previously, Amiben worked at Equitable Advisors, LLC and Bankers Life Securities, Inc. Amiben works with individual and business clients, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Amiben's areas of specialization include retirement planning, college savings, estate planning, and insurance planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
06/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
FL
11/22/2021 - 04/15/2022
EQUITABLE ADVISORS, LLC (BOCA RATON FL)
FL
10/19/2020 - 11/12/2021
BANKERS LIFE SECURITIES, INC. (WEST PALM BEACH FL)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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