Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jigar? Claim Your ProfileJigar Doshi is a financial advisor with over 18 years of experience in the industry. Jigar is currently registered with Independent Financial Group, LLC. Jigar is also a registered representative with FINRA and has a Series 7 and Series 63 license. Prior to joining Independent Financial Group, LLC Jigar was with Royal Alliance Associates, Inc. and First Midwest Securities, Inc. Jigar has experience in providing financial planning, portfolio management and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
07/10/2015 - Present
Independent Financial Group, LLC (Downers Grove IL)
IL
03/09/2015 - 07/15/2015
ROYAL ALLIANCE ASSOCIATES, INC. (VERNON HILLS IL)
IL
05/31/2005 - 04/16/2015
FIRST MIDWEST SECURITIES, INC. (VERNON HILLS IL)
FL
12/18/2003 - 06/02/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
09/11/2003 - 12/19/2003
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 05/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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