Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shivam? Claim Your ProfileShivam Patel is a financial professional registered with PFS Investments Inc. in Worthington, OH. Shivam has been in the financial services industry for over 2 years. Shivam's areas of expertise include investment company products, variable contracts and securities industry essentials. Shivam holds Series 6TO and SIE licenses. Shivam has over 4 years of experience in the financial services industry and has provided services to a variety of clients including individuals, high net worth individuals, corporations, and charitable organizations. Shivam is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/28/2021 - Present
PFS Investments Inc. (WORTHINGTON OH)
BC
Issued 08/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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