Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pranay? Claim Your ProfilePranay Patel is a financial advisor who has been in the industry for over 10 years. Pranay is currently registered with PFS Investments Inc. and has previously worked at SA Stone Wealth Management Inc., Quest Capital Strategies, Inc., and Edward Jones. Pranay has a wide range of experience in the financial industry, including experience in investment advising, securities trading, and real estate. Pranay has a Series 7 and Series 66 license and is registered with the state of New York. Pranay is committed to providing his clients with personalized financial advice and guidance.
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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NY
10/12/2022 - Present
PFS Investments Inc. (COPIAGUE NY)
NY
12/06/2019 - 06/23/2022
SA STONE WEALTH MANAGEMENT INC. (COPIAGUE NY)
CA
01/16/2013 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MO
06/04/2012 - 09/13/2012
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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