Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kieran? Claim Your ProfileKieran Aneesh krishna Patel is a financial professional with over 5 years of experience in the industry. Kieran is currently registered as a Series 7, 24, 63, 79 and SIE with HSBC Securities (USA) Inc. and holds a Series 24 license. Kieran has extensive knowledge of investment banking and is a specialist in investment companies, pooled investment vehicles, and other financial products.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/18/2017 - Present
Hsbc Securities (usa) Inc. (NEW YORK CITY NY)
NY
11/25/2015 - 05/05/2017
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
BC
Issued 03/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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