Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neeraj? Claim Your ProfileNeeraj Pravin Patel is an investment advisor representative at Capital Group Private Client Services, Inc. Neeraj is registered with the state of California, Georgia, Illinois, Nevada, New York, and Texas. Neeraj has been in the financial services industry since 2007. Neeraj's areas of specialization are retirement planning, college savings, investment management, and estate planning. Neeraj has a Series 65 license and is a registered investment advisor. Neeraj has worked with Capital Group Private Client Services, Inc. since 2021.
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.
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.
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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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
IA
Issued 05/23/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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