Unclaimed
Devan Dharmesh Patel is a financial professional with a strong foundation in the securities industry. Devan has successfully completed the Securities Industry Essentials Examination (SIE), the Uniform Securities Agent State Law Examination (Series 63), and the Investment Banking Registered Representative Examination (Series 79TO). Devan is currently registered with Wells Fargo Securities, LLC and holds a valid license to conduct business in Texas. Devan's professional experience and dedication are focused on delivering exceptional client service and sound financial guidance.
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
TX
07/24/2024 - Present
Wells Fargo Securities, LLC (HOUSTON TX)
BC
Issued 04/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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