Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juhee? Claim Your ProfileJuhee Patel is a financial advisor associated with Edward Jones, a well-established firm with a significant presence in the financial services industry. With a diverse range of specializations, Juhee Patel is committed to providing personalized financial guidance to individuals, families, and businesses. Juhee Patel possesses an array of licenses and certifications, including the Series 66, Series 65, Series 7TO, and the SIE, demonstrating a commitment to professional development and staying informed about the latest financial trends. Juhee Patel has a proven track record of providing comprehensive financial planning services, including investment management, retirement planning, and estate planning.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
10/09/2023 - Present
Edward Jones (AUSTIN TX)
BOTH
Issued 10/16/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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