Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nilpa? Claim Your ProfileNilpa Patel is a financial advisor who works with pfs Investments Inc., a firm with offices in Monroe, LA. Nilpa has been in the industry for over 6 months. Nilpa is registered with the state of Louisiana. Nilpa holds Series 6TO and SIE licenses.
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.
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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LA
08/26/2022 - Present
PFS Investments Inc. (MONROE LA)
BC
Issued 08/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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