Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chitra? Claim Your ProfileChitra Patel is a financial advisor at Newedge Advisors, LLC. Chitra has over 19 years of experience in the financial services industry. Chitra is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63, 65, and SIE licenses. Chitra is currently registered as an Investment Advisor Representative in Georgia.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
02/11/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
GA
06/04/2013 - 02/16/2022
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
05/22/2012 - 05/20/2013
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
GA
10/03/2007 - 05/31/2012
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
GA
08/19/2004 - 09/10/2007
PRUCO SECURITIES, LLC. (ATLANTA GA)
IA
Issued 09/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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