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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ravi? Claim Your ProfileRavi Patel is an investment advisor representative with Cetera Investment Advisers LLC. Ravi is registered with the state of Illinois and Texas. Ravi has been in the industry since May 12, 2016. Ravi is a registered representative with the Financial Industry Regulatory Authority (FINRA). Ravi holds Series 6, Series 63, Series 65, and SIE licenses. Ravi has experience with individual clients, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Ravi also has experience with providing financial planning services and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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IL
01/24/2023 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
05/13/2016 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
IA
Issued 2/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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