Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priyal? Claim Your ProfilePriyal Thakkar is a registered investment advisor representative with M1 Finance. Priyal has been in the industry since 2021. Priyal has passed the Series 66, Series 24, Series 7TO, and SIE exams. Priyal is registered in Illinois. Priyal specializes in portfolio management for individuals, businesses and pooled investment vehicles.
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.
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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2
IL
04/18/2024 - Present
M1 Finance (Chicago IL)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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