Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chandresh? Claim Your ProfileChandresh Nagin Patel is a financial advisor with Canaccord Genuity LLC. Chandresh has been in the financial services industry since September 13, 2010. Chandresh is licensed to conduct business in New York. Chandresh has held previous positions with GENERIC TRADING OF PHILADELPHIA, LLC, CITIGROUP GLOBAL MARKETS INC., RAYMOND JAMES FINANCIAL SERVICES, INC., ROBERT THOMAS SECURITIES, INC, DONALD & CO. SECURITIES INC., PRUDENTIAL SECURITIES INCORPORATED, LEHMAN BROTHERS INC., and THOMAS JAMES ASSOCIATES, INC..
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
08/26/2022 - Present
Canaccord Genuity LLC (NEW YORK NY)
NY
06/15/2006 - 02/22/2007
GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)
NJ
02/19/2004 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
FL
01/04/1999 - 03/31/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
06/03/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
06/28/1993 - 06/08/1996
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NY
02/19/1993 - 06/04/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/30/1992 - 12/18/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/04/1992 - 08/12/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BOTH
Issued 03/09/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2022
Series 57TO - Securities Trader Exam
BC
Issued 02/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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