Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Patel is a financial advisor with Wells Fargo Securities, LLC. Neil is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, SIE, and Series 79 licenses. Neil has been in the financial services industry since 2017 and has over six years of experience. Neil is licensed in 53 states and the District of Columbia.
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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NC
08/07/2017 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
BC
Issued 06/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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