Unclaimed
Darshika Patel is a financial advisor with Invesco Distributors, Inc. Darshika is licensed to sell securities in 53 states and the District of Columbia. Darshika has passed the Series 7TO, Series 63, and SIE exams. Before joining Invesco Distributors, Inc., Darshika worked at Morgan Stanley and E*TRADE SECURITIES LLC.
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.
1
2
IL
04/21/2023 - Present
Invesco Distributors, Inc. (DOWNERS GROVE IL)
IL
01/27/2023 - 04/10/2023
MORGAN STANLEY (Chicago IL)
IL
03/25/2022 - 04/10/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
BC
Issued 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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