Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeena? Claim Your ProfileJeena Patel is an investment advisor representative with Osaic Wealth, Inc. Jeena has been in the industry since December 2006. Jeena has held previous roles with TRIAD ADVISORS LLC and Ameriprise Financial Services, Inc. Jeena is registered with the state of Georgia and holds several securities licenses including Series 6, 7, 24, 63, and 66. Jeena specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/24/2014 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
GA
02/05/2008 - 03/06/2014
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
NC
03/03/2005 - 05/02/2006
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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