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 a registered representative with Eagle Strategies LLC. Pujan Patel is based in DOWNERS GROVE, IL. Pujan Patel has been in the securities industry for over 2 years. Prior to joining Eagle Strategies LLC, Pujan Patel was associated with J.P. MORGAN SECURITIES LLC. Pujan Patel holds Series 7TO, Series 63, Series 66, and SIE licenses.
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 8/5/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/4/2021
Series 7TO - General Securities Representative Examination
BC
Issued 4/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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