Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kunal? Claim Your ProfileKunal Bharatkumar Patel is a financial advisor with Merit Financial Advisors. Kunal has been in the financial services industry since 2022. Kunal is registered with the state of Colorado and North Carolina. Kunal holds the Series 7, Series 66 and SIE securities licenses. Kunal works out of the ALPHARETTA, GA office. Kunal also has experience with First Bank, NextHome CapeFear, University of North Carolina in Wilmington, Fidelity Investments, Camp Timberline, TD Bank, Cape Fear Community College, NeverStop Select Services, Cape Fear High School, UNITED PLANNERS FINANCIAL SERVICES, EPCO 3 WAY, EJS WEALTH, DoorDash, LPL FINANCIAL LLC, and Purshe Kaplan Sterling Investments.
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.
Consulting fees
1
2
NC
01/02/2024 - Present
Merit Financial Advisors (Fuquay Varina NC)
SC
12/20/2023 - 08/16/2024
LPL FINANCIAL LLC (FORT MILL SC)
CO
09/13/2022 - 12/21/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (COLORADO SPRINGS CO)
NC
02/28/2022 - 08/18/2022
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 05/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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