Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sagar? Claim Your ProfileSagar Ramesh Patel is a registered representative with Cambridge Investment Research Advisors, Inc. and has been in the industry since September 8, 2007. Sagar Ramesh Patel is licensed to offer securities and investment advisory services in Iowa. Sagar Ramesh Patel is also a registered principal with Cambridge Investment Research, Inc. and offers securities and investment advisory services. Sagar Ramesh Patel's past experience includes working with FBL Marketing Services, LLC and Cambridge Investment Research, Inc. Sagar Ramesh Patel has passed the Series 66, Series 53, Series 99TO, Series 7 and SIE exams. Sagar Ramesh Patel also has experience in the insurance industry as an Independent Insurance Agent. Sagar Ramesh Patel is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc.
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.
Solicitation fees from 3rd party money managers
1
2
IA
02/04/2022 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IA
08/31/2020 - 02/14/2022
FBL MARKETING SERVICES, LLC (Fairfield IA)
IA
09/05/2012 - 07/10/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Fairfield IA)
IA
03/16/2006 - 05/02/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 02/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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