Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shiv? Claim Your ProfileShiv Shrikant Patel is an investment advisor representative associated with Tolleson Private Wealth Management. Shiv is a CERTIFIED FINANCIAL PLANNER™ professional. Shiv has been in the industry since June 2013. Shiv holds registrations in Texas and is currently active in the state. Tolleson Private Wealth Management is a Dallas, TX based firm that provides financial planning and portfolio management 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.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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.
1
2
TX
08/08/2018 - Present
Tolleson Private Wealth Management (DALLAS TX)
Active
Inactive
Not sure Shiv Patel is the right advisor for you? Invested Better is here to help.
