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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jignesh? Claim Your ProfileJignesh Patel is a financial advisor with over 15 years of experience in the financial services industry. Jignesh is currently registered with Fidelity Personal And Workplace Advisors. Jignesh has also been previously registered with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Maxim Group LLC. Jignesh has a broad range of experience, including providing financial planning, portfolio management and investment advice. Jignesh holds the Series 63, 65, 66 and 7 licenses. Jignesh is also a Certified Financial Planner (CFP). Jignesh is committed to helping clients achieve their financial goals.
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.
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.
1
2
NJ
05/01/2020 - Present
Fidelity Personal AND Workplace Advisors (PRINCETON NJ)
NJ
08/09/2018 - 10/24/2018
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
01/31/2006 - 09/23/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
05/09/2003 - 08/18/2003
MAXIM GROUP LLC (NEW YORK NY)
BC
Issued 8/27/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/4/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 2/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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