Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devhuti? Claim Your ProfileDevhuti Patel is a financial advisor with PFS Investments Inc., a firm that manages over $8 billion in assets. Devhuti is registered in six states, including Colorado, Illinois, New Jersey, New York, Ohio, and Pennsylvania. Devhuti specializes in Investment Company Products and Variable Contracts, holding Series 6 and Series 63 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
01/01/2019 - Present
PFS Investments Inc. (GAITHERSBURG MD)
BC
Issued 06/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Devhuti Patel is the right advisor for you? Invested Better is here to help.
