Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chintan? Claim Your ProfileChintan Rameshbhai Patel is a registered representative with U.S. Bancorp Investments, Inc. based in Folsom, California. Chintan Patel has been in the industry since April 2018. Prior to U.S. Bancorp Investments, Inc., Chintan Patel was registered with Wells Fargo Clearing Services, LLC. Chintan Patel is licensed to provide investment advisory services in California.
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.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/23/2021 - Present
U.s. Bancorp Investments, Inc. (Folsom CA)
CA
03/22/2018 - 06/01/2021
WELLS FARGO CLEARING SERVICES, LLC (SANTA CLARA CA)
BOTH
Issued 04/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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