Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shohil? Claim Your ProfileShohil Ashokkumar Patel is a financial advisor with over 20 years of experience in the industry. Shohil is currently registered with Foreside Fund Services, LLC in Birmingham, Michigan and holds Series 6, 7, 63 and SIE licenses. Shohil has previously worked with Allianz Global Investors Distributors LLC and Amundi Pioneer Distributor, 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.
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.
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2
MI
01/16/2024 - Present
Foreside Fund Services, LLC (Birmingham MI)
NY
02/09/2018 - 04/29/2019
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
MA
04/06/2016 - 01/26/2018
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
NY
06/22/2007 - 04/05/2016
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NJ
03/21/2003 - 07/24/2007
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
NJ
09/19/2002 - 03/07/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/29/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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