Unclaimed
Kunj Patel is a financial professional who is registered with Wells Fargo Securities, LLC. Kunj Patel is registered to provide investment advice and services in 53 states and the District of Columbia. Kunj Patel has passed the Series 63, Series 79TO, and SIE exams.
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.
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.
1
2
NY
02/19/2024 - Present
Wells Fargo Securities, LLC (New York NY)
BC
Issued 01/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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