Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rikin? Claim Your ProfileRikin Kaushik Patel is a financial advisor at Kingswood Wealth Advisors, LLC, with over 20 years of experience in the industry. Rikin is registered in multiple states, including New Jersey, Florida, Texas and Alaska. Rikin holds the Series 7, Series 63, and Series 65 licenses. Rikin provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors. In addition to working at Kingswood Wealth Advisors, Rikin is also involved in other businesses, including a tax and accounting firm, a venture capital firm and a cannabis cultivation company. Rikin has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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.
Hourly consulting
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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2
NJ
02/09/2022 - Present
Kingswood Wealth Advisors, LLC (Fairfield NJ)
NJ
05/22/2020 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (Fairfield NJ)
NJ
03/21/2012 - 05/22/2020
SA STONE WEALTH MANAGEMENT INC. (Fairfield NJ)
NJ
01/25/2011 - 04/03/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (LYNDHURST NJ)
NJ
02/06/2004 - 12/31/2010
WOODBURY FINANCIAL SERVICES, INC. (LYNDHURST NJ)
NJ
10/07/2003 - 02/27/2004
KIMBERLY CAPITAL CORP. (GLEN ROCK NJ)
IA
Issued 12/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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