Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rakesh? Claim Your ProfileRakesh Patel is a financial advisor with over 10 years of experience in the industry. Rakesh is currently registered with Stifel Independent Advisors, LLC, and is licensed to provide financial advice in California and Texas. Rakesh has a strong track record of providing personalized financial planning and investment management services to individuals, families, businesses, and charitable organizations. Prior to joining Stifel Independent Advisors, LLC, Rakesh worked for Wells Fargo Advisors Financial Network, LLC and LPL Financial LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/16/2024 - Present
Stifel Independent Advisors, LLC (PASADENA CA)
CA
12/07/2021 - 04/20/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASADENA CA)
CA
06/04/2012 - 10/18/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASADENA CA)
CA
03/23/2012 - 06/14/2012
LPL FINANCIAL LLC (PASADENA CA)
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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