Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jignesh? Claim Your ProfileJignesh Doshi is a financial professional with over 13 years of experience in the industry. Jignesh is currently registered with Credit Suisse Securities (usa) LLC and UBS Securities LLC. Jignesh holds several licenses and certifications, including Series 7, Series 24, Series 52TO, Series 53, and Series 63. Jignesh has previously worked at UBS Financial Services Inc. Jignesh specializes in portfolio management for pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
09/19/2023 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
NJ
12/15/2017 - 10/03/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 04/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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