Unclaimed
Mukesh Patel is a financial professional registered with the state of Texas. Mukesh is affiliated with Allstate Financial Services, LLC. Mukesh holds the Series 6 and Series 63 registrations as well as the SIE exam. Mukesh is registered with the Financial Industry Regulatory Authority (FINRA). Mukesh Patel has been in the industry since August 10, 2008.
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.
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2
TX
08/11/2008 - Present
Allstate Financial Services, LLC (SAN ANTONIO TX)
BC
Issued 06/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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