Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashish? Claim Your ProfileAshish K. Patel is a financial advisor at Osaic Wealth, Inc., a firm with a focus on providing financial planning and investment management services. Ashish has been in the financial services industry since 2006 and has a strong track record of working with a variety of clients, including individuals, families, businesses, and charitable organizations. Ashish has a diverse background in the financial services industry, having held positions at various financial institutions, including Capital One Investing, LLC and Wells Fargo Investments, LLC. He is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 licenses. Ashish is committed to providing his clients with personalized financial advice and guidance.
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.
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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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (Houston TX)
TX
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Houston TX)
TX
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (SUGAR LAND TX)
TX
06/07/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (HOUSTON TX)
TX
05/19/2009 - 05/18/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
03/17/2008 - 05/11/2009
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
TX
06/01/2006 - 03/04/2008
WAMU INVESTMENTS, INC. (PASADENA TX)
BOTH
Issued 07/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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