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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashish? Claim Your ProfileAshish Patel is a financial advisor registered with the state of California as an Investment Advisor Representative. Ashish Patel is currently employed by Bluepointe Capital Management, LLC, which is headquartered in Menlo Park, CA. Ashish Patel has been in the financial industry for over 20 years and has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Ashish Patel holds the Series 7TO, SIE and Series 66 licenses and is also specialized in providing investment consulting, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/08/2022 - Present
Bluepointe Capital Management, LLC (MENLO PARK CA)
CA
10/23/2020 - 02/25/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (Fairfield CA)
BOTH
Issued 02/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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