Unclaimed
Nitish Gosaibhai Patel is a financial advisor registered with National Financial Services LLC, a registered broker-dealer. Nitish has been in the financial services industry since May 26, 2000. Nitish is licensed in Rhode Island and holds the Series 6, 7, and SIE licenses. Nitish was previously registered with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.
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.
1
2
RI
01/31/2007 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
07/31/2015 - 06/06/2024
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
09/22/2000 - 12/11/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
04/07/2000 - 09/22/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 05/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nitish Patel is the right advisor for you? Invested Better is here to help.