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Jeel Hareshkumar Patel

Fidelity Brokerage Services LLC

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About Jeel Hareshkumar Patel

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.

Firm Information

Jeel Patel is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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Jeel Patel’s Registration & Firm History

KY

05/19/2021 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeel Hareshkumar Patel.
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