Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miteshkumar? Claim Your ProfileMiteshkumar Patel is a financial advisor with Ally Invest Advisors. Mitesh has been in the industry since 2017. Mitesh is registered with FINRA and the state of North Carolina. Mitesh is a Series 7 and Series 63 licensed representative, and holds the Series 65 license for Investment Advisor. Mitesh is also a CFA charterholder. Mitesh's experience includes working at Elevation, LLC and Ally Invest Advisors. Mitesh specializes in providing financial advice to individuals and high-net-worth individuals. Mitesh’s advisory services include 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.
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.
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2
NC
06/27/2019 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
03/24/2017 - 05/31/2018
ELEVATION, LLC (CHARLOTTE NC)
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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