Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalpnesh? Claim Your ProfileKalpnesh Patel is a financial advisor at Ameritas Advisory Services, LLC in Temecula, CA. Kalpnesh has over 10 years of experience in the financial services industry and has a strong understanding of investment strategies, financial planning, and insurance products. Kalpnesh is committed to helping clients achieve their financial goals and is dedicated to providing personalized financial advice.
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.
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.
Solicitor fees
1
2
CA
03/07/2023 - Present
Ameritas Advisory Services, LLC (TEMECULA CA)
CA
10/18/2019 - 02/02/2023
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
CA
01/23/2019 - 06/04/2019
NYLIFE SECURITIES LLC (SAN DIEGO CA)
IA
Issued 05/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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