Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nila? Claim Your ProfileNila Patel is a financial advisor with over 20 years of experience in the industry. Nila is registered with Avantax Advisory Services and Avantax Investment Services, Inc. Nila's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Nila is a Personal Financial Specialist. Nila previously worked at 1ST GLOBAL CAPITAL CORP. and Patel & Patel, CPA's. Nila holds a Series 63, 66, and 7 licenses, as well as the SIE exam.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/14/2017 - Present
Avantax Advisory Services (Corpus Christi TX)
TX
01/02/2000 - 09/24/2004
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 07/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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