Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dipal? Claim Your ProfileDipal Patel is a registered investment advisor representative in Pennsylvania. Dipal Patel is currently employed with MacRo Advisors, Inc. and has been since November 2005. Dipal Patel also has been registered with the state of Pennsylvania since May 2007. Dipal Patel has passed the Uniform Investment Adviser Law Examination (Series 65). Dipal Patel has experience providing financial planning and portfolio management services to individuals, as well as, pension consulting services to individuals and corporations. Dipal Patel is also a licensed insurance agent who sells various insurance products including term life insurance, whole life insurance, long-term care insurance, and disability insurance.
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.
Guidance on pension options to ensure a secure financial future.
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.
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PA
05/29/2007 - Present
MacRo Advisors, Inc. (YORK PA)
IA
Issued 05/12/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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