Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Rasik Patel is a financial advisor with over 24 years of experience in the industry. Amit is registered to provide financial advice in multiple states, including California, Texas, Arizona, Colorado, Hawaii, New York, Oregon, and Washington. Amit holds Series 7, Series 63, and SIE licenses. Amit is associated with Ameriprise Financial Services, LLC, a firm with over 12,000 financial advisors and over $479 billion in assets under management. Amit provides investment advisory services including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. Amit specializes in providing services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, trusts/estates, and insurance 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.
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.
Asset allocation services
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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CA
07/15/2021 - Present
Ameriprise Financial Services, LLC (PASADENA CA)
MN
07/24/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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