Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caressa? Claim Your ProfileCaressa Patel is a registered representative with Frost Investment Services. Caressa has been in the industry since 2023 and holds the Series 7, Series 66, and SIE licenses. Previously, Caressa was associated with Equitable Advisors, LLC. Caressa specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Caressa provides financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/17/2024 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
10/12/2023 - 01/19/2024
EQUITABLE ADVISORS, LLC (DALLAS TX)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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