Unclaimed
Jeel Hareshkumar Patel is a financial advisor registered with Fidelity Brokerage Services LLC. Jeel holds the Series 7TO, Series 63 and SIE licenses. Jeel has been in the securities industry since May 18, 2021. Jeel is licensed to provide financial advice in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.
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
KY
05/19/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 07/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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