Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pujan? Claim Your ProfilePujan Patel is an Investment Advisor Representative at Eagle Strategies LLC. Pujan has been in the financial industry since 2021 and is registered with FINRA and the state of Illinois. Pujan is also licensed to offer securities in Alabama, California, Florida, Georgia, Indiana, Iowa, Kentucky, Michigan, Mississippi, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, and Illinois. Pujan has earned the Series 63, Series 66, and Series 7TO licenses. Pujan's previous experience includes roles at J.P. Morgan Securities LLC, Preqin, and New York Life. Pujan's firm, Eagle Strategies LLC, specializes in financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
10/07/2024 - Present
Eagle Strategies LLC (DOWNERS GROVE IL)
IL
06/04/2021 - 10/20/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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