Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raj? Claim Your ProfileRaj Patel is a financial advisor at Fidelity Personal And Workplace Advisors. Raj specializes in providing financial planning, educational seminars and selection of other advisors. Raj also manages portfolios for individuals and businesses. Raj has been in the financial industry since 2024. Raj is registered with FINRA and the states of NH and TX.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NH
10/16/2024 - Present
Fidelity Personal AND Workplace Advisors (NASHUA NH)
BC
Issued 09/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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