Unclaimed
Bharat Patel is a financial professional with over 14 years of experience in the industry. Bharat is currently registered with Nylife Securities LLC and has a Series 6 and Series 63 license. Prior to his current role, Bharat was also a registered representative with SunTrust Investment Services, Inc. Bharat's areas of expertise include investment company products and variable contracts.
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.
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.
1
2
FL
03/15/2012 - Present
Nylife Securities LLC (TAMPA FL)
FL
01/28/2008 - 09/12/2011
SUNTRUST INVESTMENT SERVICES, INC. (LAKELAND FL)
BC
Issued 05/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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