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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anurati? Claim Your ProfileAnurati Patel is a financial advisor with over 30 years of experience in the industry. Anurati holds a Series 6, 7, 26, 63 and 65 securities license and has been registered with the Securities and Exchange Commission (SEC) since 1990. Anurati currently works for Great Valley Advisor Group, Inc., a registered investment advisor headquartered in Wilmington, Delaware. Anurati has also worked for a number of other firms over the years, including Hornor, Townsend & Kent, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Anurati's expertise includes portfolio management, financial planning, and consulting services. Anurati specializes in working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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.
Consulting 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.
1
2
PA
09/27/2024 - Present
Great Valley Advisor Group, Inc. (Berwyn PA)
MD
07/30/2018 - 06/13/2022
HORNOR, TOWNSEND & KENT, LLC (ROCKVILLE MD)
MD
03/25/2017 - 08/02/2018
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
06/07/2011 - 01/02/2015
NEW ENGLAND SECURITIES (ROCKVILLE MD)
MD
04/06/1990 - 05/18/2011
FIRST INVESTORS CORPORATION (GREENBELT MD)
IA
Issued 11/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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