Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hitesh? Claim Your ProfileHitesh M Patel is a financial advisor who has been in the industry since 1996. Hitesh is currently registered with LPL Financial LLC and has offices in Linden, NJ and Hopewell, NJ. Previously Hitesh was employed by CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., WELLS FARGO ADVISORS, LLC, JOSEPHTHAL & CO., INC., H.J. MEYERS & CO., INC., PATTERSON TRAVIS, INC., and AMERICORP SECURITIES, INC.. Hitesh holds a variety of licenses and certifications including Series 7, Series 24, Series 63 and Series 65. Hitesh specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
05/10/2022 - Present
LPL Financial LLC (LINDEN NJ)
NJ
09/20/2019 - 05/05/2022
CETERA ADVISOR NETWORKS LLC (WARREN NJ)
NJ
07/31/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (MORRISTOWN NJ)
NJ
11/26/2001 - 08/05/2009
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
NY
09/21/1998 - 11/21/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
09/09/1997 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
CO
02/18/1997 - 09/18/1997
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
NY
08/05/1996 - 03/03/1997
AMERICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 09/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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