Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaimina? Claim Your ProfileJaimina Patel is an investment advisor representative at Key Investment Services LLC with a focus on individual investors. Jaimina has been in the industry for over 20 years, starting with HSBC Brokerage (USA) Inc. in 2003. Jaimina holds Series 6, Series 63, and SIE licenses, demonstrating a breadth of experience and knowledge in financial markets. Jaimina currently works out of the Amherst, NY branch of Key Investment Services LLC and is registered to provide advisory services in New York.
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.
Helps you choose top advisors aligned with your 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
NY
08/17/2011 - Present
KEY Investment Services LLC (Amherst NY)
NY
01/01/2005 - 07/20/2011
HSBC SECURITIES (USA) INC. (WILLIAMSVILLE NY)
NY
05/12/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jaimina Patel is the right advisor for you? Invested Better is here to help.
