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Mukesh Patel

Allstate Financial Services, LLC

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About Mukesh Patel

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.

Firm Information

Mukesh Patel is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Mukesh Patel’s Registration & Firm History

TX

08/11/2008 - Present

Allstate Financial Services, LLC (SAN ANTONIO TX)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mukesh Patel.
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