Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ankit? Claim Your ProfileAnkit Patel is a registered representative with Conning Investment Products, Inc. Ankit has a Series 7TO, Series 79TO, and Series 63 license. Ankit has been in the securities industry since 2022. Previously, Ankit was a registered representative with Barclays Capital Inc. Ankit is a licensed investment advisor representative and specializes in insurance companies and corporations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NY
07/16/2024 - Present
Conning Investment Products, Inc. (New York NY)
NY
09/07/2022 - 07/12/2023
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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