Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arth? Claim Your ProfileArth Dipam Patel is a financial professional registered with A.g.p. / Alliance Global Partners, a firm with a strong track record in providing investment services. Arth holds the Series 7, Series 66, and SIE licenses, demonstrating their expertise in the securities industry. Their experience includes previous roles at National Securities Corporation. Arth is registered to provide investment advice and services in multiple states across the US.
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.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NY
10/26/2020 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
12/13/2016 - 10/27/2020
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 02/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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