Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pranav? Claim Your ProfilePranav Patel is an investment advisor representative with Fidelity Personal And Workplace Advisors. Pranav has worked in the financial services industry for over 5 years. Pranav has Series 6, 7, 63, and 65 licenses. Pranav also has experience at Lincoln Investment and Purshe Kaplan Sterling Investments.
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.
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.
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.
1
2
PA
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
PA
11/08/2019 - 11/19/2021
LINCOLN INVESTMENT (Horsham PA)
PA
04/12/2017 - 07/05/2017
PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)
BC
Issued 11/26/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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