Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paresh? Claim Your ProfileParesh Patel is a registered investment advisor representative in New Jersey with over 13 years of experience. Paresh works with a diverse group of clients, including individuals, high-net-worth individuals, corporations, trusts, estates, and charitable organizations. Paresh provides financial planning, portfolio management, and investment advisory services. Paresh is currently employed by PNC Investments, a leading provider of financial services, and has worked with the firm since 2010. Paresh is also registered in other states including New York, Pennsylvania, Indiana, Florida, and Arizona.
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.
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.
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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NJ
09/17/2013 - Present
PNC Investments (EAST WINDSOR NJ)
BOTH
Issued 09/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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