Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Girish? Claim Your ProfileGirish Mafabhai Patel is a financial advisor with over 25 years of experience in the industry. Girish currently holds a Series 7, Series 31, Series 63, and Series 65 licenses. He is registered in Illinois and Nevada. Girish is affiliated with Performance Trust Capital Partners, LLC.
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.
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2
IL
11/10/1997 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
NY
01/08/1997 - 07/03/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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