Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jintal? Claim Your ProfileJintal Patel is a financial advisor with Morgan Stanley. Jintal has been in the financial industry since 2007 and has a strong track record of success. Jintal holds Series 7, 10, 9, 63, and 65 licenses and has a wide range of experience in the financial services industry. Jintal is committed to providing their clients with personalized financial advice and helping them reach their financial goals. Jintal is passionate about helping people achieve their financial goals and believes in the power of financial education. Jintal has worked with a variety of clients, including individuals, families, and businesses. Jintal is dedicated to providing their clients with the highest level of service and is committed to building long-lasting relationships with their clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
12/19/2022 - Present
Wealthpenn.comllc (Houston TX)
TX
09/26/2013 - 12/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
10/24/2007 - 09/16/2013
SCOTTRADE, INC. (PEARLAND TX)
IA
Issued 10/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/28/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/6/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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