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Neetaben Patel

Allstate Financial Advisors, LLC

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About Neetaben Patel

Neetaben Patel is a financial advisor at Allstate Financial Advisors, LLC. Neetaben Patel has been in the financial industry since October 4, 2007, and has experience with Harbor Financial Services, LLC and Cambridge Investment Research, Inc.. Neetaben Patel has passed the Series 7, Series 24, Series 52TO, Series 53 and Series 99TO exams, and holds a Series 66 license. Neetaben Patel specializes in working with individuals other than high-net-worth individuals.

Firm Information

Neetaben Patel is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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selection of other advisors

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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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other

Third party advisory fees

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Neetaben Patel’s Registration & Firm History

NE

02/08/2019 - Present

Allstate Financial Advisors, LLC (Lincoln NE)

AL

02/20/2013 - 12/18/2018

HARBOR FINANCIAL SERVICES, LLC (MOBILE AL)

GA

01/10/2007 - 07/17/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)

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Licenses & Designations

BOTH

Issued 06/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/05/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Neetaben Patel.
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