Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruchi? Claim Your ProfileRuchi Patel is an investment advisor representative with Alliancebernstein LP, with over 8 years of experience in the financial industry. Ruchi Patel is licensed to provide advisory services in 25 states, including California, Texas, and New York. Ruchi Patel holds Series 7 and 66 securities licenses and has a SIE designation. Prior to joining Alliancebernstein LP, Ruchi Patel worked for Charles Schwab & Co., Inc. Alliancebernstein LP, a leading global investment management firm, provides financial planning, portfolio management, and other investment advisory services.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/18/2024 - Present
Alliancebernstein LP (Stockton CA)
TX
04/05/2016 - 06/20/2017
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
BOTH
Issued 04/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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