Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shailesh? Claim Your ProfileShailesh Patel is a financial advisor who is registered with Fifth Third Securities, Inc.. Shailesh has been working in the financial services industry since 2006. Shailesh is registered with the state of Tennessee and 51 other states. Shailesh's previous work experience includes roles with WELLS FARGO SECURITIES, LLC, BANC OF AMERICA SECURITIES LLC, FLEET SECURITIES, INC., and FLEETBOSTON ROBERTSON STEPHENS INC. The primary office for Shailesh Patel is located at 424 CHURCH ST, NASHVILLE, TN, 37219.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
TN
10/15/2020 - Present
Fifth Third Securities, Inc. (NASHVILLE TN)
MA
08/07/2009 - 01/29/2020
WELLS FARGO SECURITIES, LLC (BOSTON MA)
MA
03/23/2006 - 05/31/2006
BANC OF AMERICA SECURITIES LLC (BOSTON MA)
TX
09/05/2000 - 07/22/2004
FLEET SECURITIES, INC. (DALLAS TX)
CA
07/21/2000 - 09/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
BC
Issued 11/3/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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