Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajesh? Claim Your ProfileRajesh Patel is a financial advisor registered with PFS Investments Inc. in Delray Beach, Florida. He is also registered in New Jersey as an investment advisor representative. Rajesh Patel has been in the financial services industry since 2001 and has experience with a variety of financial products and services. Rajesh Patel has held previous positions with ING Financial Partners, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Tower Square Securities, Inc., Ladenburg, Thalmann & Co., Inc., Ladenburg Capital Management Inc., and Continental Broker-Dealer Corp. Rajesh Patel holds the Series 4, Series 7, Series 63, and Series 65 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.
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
FL
05/05/2016 - Present
PFS Investments Inc. (DELRAY BEACH FL)
NJ
09/27/2013 - 05/14/2014
ING FINANCIAL PARTNERS, INC. (PITTSTOWN NJ)
NY
10/01/2012 - 06/26/2013
J.P. MORGAN SECURITIES LLC (FOREST HILLS NY)
NY
08/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GLENDALE NY)
NJ
01/03/2005 - 12/31/2010
TOWER SQUARE SECURITIES, INC. (PITTSTOWN NJ)
NY
11/20/2002 - 01/03/2005
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
11/02/2001 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
07/18/2001 - 11/28/2001
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 04/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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