Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaushikkumar? Claim Your ProfileKaushikkumar Patel is a financial professional with over 15 years of experience in the industry. Kaushikkumar is a registered representative and investment advisor representative with PFS Investments Inc. Kaushikkumar holds Series 6, 26, and 63 licenses and has a SIE designation. Kaushikkumar has a demonstrated commitment to serving individual clients, with a focus on portfolio management and investment guidance. Kaushikkumar is currently registered to offer securities and investment advisory services in Arkansas, Louisiana, Massachusetts, Mississippi, New Hampshire, New Jersey, North Carolina, Oklahoma, Rhode Island, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
02/21/2008 - Present
PFS Investments Inc. (METHUEN MA)
BC
Issued 06/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kaushikkumar Patel is the right advisor for you? Invested Better is here to help.
