Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Biren? Claim Your ProfileBiren Patel is a financial advisor with over 4 years of experience in the industry. Biren is registered with LPL Financial LLC in New Hampshire and Texas. Biren has also held previous roles at Fidelity Brokerage Services LLC, Infinex Investments, Inc., Citizens Securities, Inc., and Pruco Securities, LLC. Biren holds the Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Biren specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Biren has a passion for helping clients achieve their financial goals and believes in building long-lasting relationships with clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
06/28/2024 - Present
LPL Financial LLC (MANCHESTER NH)
NH
08/07/2020 - 12/19/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
07/01/2019 - 06/16/2020
INFINEX INVESTMENTS, INC. (Nashua NH)
NH
02/19/2019 - 07/02/2019
CITIZENS SECURITIES, INC. (BEDFORD NH)
MA
12/06/2018 - 02/13/2019
PRUCO SECURITIES, LLC. (NEEDHAM MA)
BOTH
Issued 01/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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