Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bhavit? Claim Your ProfileBhavit Yashwant Patel is a securities professional with over 17 years of experience in the financial industry. Bhavit is currently registered with KKR Capital Markets LLC and is a general securities principal. Bhavit previously held positions at J.P. Morgan Institutional Investments Inc. and JPMorgan Distribution Services, Inc. Bhavit has a wide range of experience in the financial services industry and is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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2
NY
04/15/2022 - Present
KKR Capital Markets LLC (New York NY)
NY
01/03/2011 - 03/06/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
01/01/2005 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
12/09/2004 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 07/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2015
Series 3 - National Commodity Futures Examination
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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