Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kishan? Claim Your ProfileKishan Patel is a financial advisor with Raymond James & Associates, Inc. Kishan has over 6 years of experience in the financial services industry. Kishan has held previous roles at Raymond James Financial Services, Inc. and T. Rowe Price Investment Services, Inc. Kishan is registered with FINRA and holds the Series 6, 7TO, 99TO and SIE licenses. Kishan specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and high-net-worth 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/11/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/02/2018 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
04/03/2018 - 07/27/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
01/18/2017 - 09/18/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
09/19/2016 - 09/30/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 10/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/13/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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