Unclaimed
Denish Patel is a financial advisor currently registered with Neuberger Berman BD LLC, and holds a Series 63, Series 79TO and SIE license. Denish has worked in the industry since 2017. Denish has previously worked at Houlihan Lokey Capital, Inc., OMERS, Canada Pension Plan Investment Board, Eaton Corporation. Denish is a CFA charterholder.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/19/2023 - Present
Neuberger Berman BD LLC (NEW YORK NY)
MN
08/28/2020 - 07/22/2022
HOULIHAN LOKEY CAPITAL, INC. (MINNEAPOLIS MN)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Denish Patel is the right advisor for you? Invested Better is here to help.