Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Bharat Patel is a financial advisor who has been in the industry for over 11 years. Neal holds Series 7TO, Series 66 and SIE licenses. Neal works with a variety of clients, including individuals, families, trusts, foundations, endowments, corporations, and businesses. Neal's primary focus is wealth management. Neal is currently registered with MML Investors Services, LLC and was previously employed with Park Avenue Securities LLC. Neal specializes in providing financial planning, asset allocation programs, educational seminars and selection of other advisors. Neal has a strong track record of success and is dedicated to helping his clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/08/2023 - Present
MML Investors Services, LLC (HOUSTON TX)
TX
11/24/2022 - 03/15/2023
PARK AVENUE SECURITIES LLC (HOUSTON TX)
BOTH
Issued 12/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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