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Ravin Urmish Patel

Charles Schwab & CO., Inc.

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About Ravin Urmish Patel

Ravin Patel is an investment advisor representative with Charles Schwab & Co., Inc. Ravin Patel has been in the industry since March 3, 2015, and has experience working for Wells Fargo Clearing Services, LLC, Jackson National Life Distributors LLC, and Wells Fargo Advisors, LLC. Ravin Patel holds Series 63, 66, and 7 licenses as well as the SIE exam. Ravin Patel is currently registered in 15 states.

Firm Information

Ravin Patel is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Ravin Patel’s Registration & Firm History

NC

07/23/2021 - Present

Charles Schwab & CO., Inc. (Asheville NC)

NC

01/16/2019 - 07/13/2021

WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)

CO

03/02/2016 - 06/08/2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

NC

07/17/2014 - 03/01/2016

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 02/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ravin Urmish Patel.
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