Unclaimed
Manali Patel is a registered representative with Blackrock Investments, LLC. Manali has been in the industry since March 10, 2017. Manali has passed the Series 63, Series 7, Series 24 and SIE exams. Manali is registered in 52 states. Manali has prior work experience with Prudential Investment Management Services LLC, AMG Distributors, Inc., and UBS Securities LLC.
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
07/28/2022 - Present
Blackrock Investments, LLC (NEW YORK NY)
NJ
02/03/2021 - 05/05/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
11/11/2016 - 10/29/2019
AMG DISTRIBUTORS, INC. (STAMFORD CT)
NY
05/12/2010 - 07/11/2011
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 12/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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