Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pritesh? Claim Your ProfilePritesh Patel is a financial advisor with over 2 years of experience in the industry. Pritesh holds the Series 63, Series 79TO, Series 86, Series 87 and SIE licenses. Pritesh has worked at both J.p. Morgan Securities LLC and Morgan Stanley & Co. LLC. Pritesh is currently registered with J.p. Morgan Securities LLC in California and New York. Pritesh is also registered with FINRA.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
11/22/2021 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
NY
07/01/2021 - 11/01/2021
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
07/28/2020 - 05/27/2021
CITIGROUP GLOBAL MARKETS INC. (Getzville NY)
BC
Issued 02/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/28/2020
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/11/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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