Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pratik? Claim Your ProfilePratik Mehta is a registered representative with Bofa Securities, Inc. and has been in the securities industry since 2014. Pratik holds Series 63, 79, and SIE licenses and has a Series 24 principal exam. Pratik Mehta has been registered with Bofa Securities, Inc. since November 2021 and is registered in California. Pratik Mehta was previously employed with Barclays Capital Inc. from August 2013 to May 2021.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
11/01/2021 - Present
Bofa Securities, Inc. (PALO ALTO CA)
CA
08/30/2013 - 05/13/2021
BARCLAYS CAPITAL INC. (MENLO PARK CA)
BC
Issued 12/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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