Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mansi? Claim Your ProfileMansi Patel is a registered representative with J.P. Morgan Securities LLC. Mansi is located in Plano, TX and has been in the securities industry since August 14, 2023. Mansi has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Mansi is a specialist in securities, investment advisory services, financial planning, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
08/15/2023 - Present
J.p. Morgan Securities LLC (Plano TX)
BC
Issued 08/14/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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