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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nilesh? Claim Your ProfileNilesh Patel is an investment advisor representative with MML Investors Services, LLC. Nilesh Patel has been in the industry since 2000 and has held licenses in Illinois, Georgia and Wisconsin. Nilesh Patel is licensed to provide financial planning, pension consulting, and portfolio management services to individuals and businesses. Nilesh Patel also offers educational seminars and provides selection of other advisers. Nilesh Patel is registered to offer advisory services through NYLIFE SECURITIES LLC, in addition to MML Investors Services, LLC.
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
IL
03/22/2023 - Present
MML Investors Services, LLC (Schaumburg IL)
IL
09/11/2000 - 11/19/2013
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
IA
Issued 03/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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