Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mrunal? Claim Your ProfileMrunal Jatin Patel is a registered representative with RBC Capital Markets, LLC. Mrunal Patel has been in the industry since July 30, 2007. Mrunal Patel is registered in 32 states and the District of Columbia. Mrunal Patel is also registered as an investment advisor representative in the District of Columbia, Maryland and Virginia. Mrunal Patel has passed the Series 66, Series 7 and the SIE exam. Previous to working with RBC Capital Markets, LLC Mrunal Patel was with Janney Montgomery Scott LLC. Mrunal Patel has experience in providing portfolio management for individuals, businesses, pooled investment vehicles and public & private employee benefit plans. Mrunal Patel also offers financial planning, selection of other advisors and pension consulting services.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MD
09/16/2021 - Present
RBC Capital Markets, LLC (CHEVY CHASE MD)
DC
07/31/2007 - 12/11/2012
JANNEY MONTGOMERY SCOTT LLC (WASHINGTON DC)
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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