Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devesh? Claim Your ProfileDevesh Patel is an investment advisor representative with Vanguard Advisers, Inc. Devesh has been in the industry since October 24, 2010 and holds a Series 6, 7, 24, 53 and 66 licenses. Devesh is registered with the following states: Arizona, California, Texas, Utah, and Vermont. Devesh is a representative of Vanguard Advisers, Inc. Vanguard Advisers, Inc. is a registered investment advisor that provides investment advisory services to individuals, businesses, and institutions. The firm is headquartered in Malvern, Pennsylvania.
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.
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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2
AZ
07/10/2024 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BOTH
Issued 12/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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