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Darshika Patel

Invesco Distributors, Inc.

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About Darshika Patel

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.

Firm Information

Darshika Patel is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Darshika Patel’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darshika Patel.
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