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Himesh Patel

Fidelity Distributors Co. LLC

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About Himesh Patel

Himesh Patel is a registered representative with Fidelity Distributors Co. LLC, a broker-dealer. Himesh has passed the Series 7TO, Series 63, and SIE exams. Himesh is registered to offer securities in 52 states and jurisdictions.

Firm Information

Himesh Patel is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Himesh Patel’s Registration & Firm History

MA

05/12/2023 - Present

Fidelity Distributors Co. LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 03/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Himesh Patel.
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