Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Minesh Patel is a registered Investment Advisor Representative with Clearpeak Capital Management. Jay Minesh Patel is also a registered Investment Advisor Representative in Texas. Jay Minesh Patel has been in the industry since January 2020. Jay Minesh Patel also holds a Series 7TO and a Series 66 license. Jay Minesh Patel previously worked at Federated Securities Corp. and Federated Hermes, Inc.
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.
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
PA
10/12/2021 - Present
Clearpeak Capital Management (PITTSBURGH PA)
PA
01/23/2020 - 03/19/2021
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 02/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Jay Patel is the right advisor for you? Invested Better is here to help.
