Unclaimed
Shreyans Patel is a registered representative with Fidelity Brokerage Services LLC and has been in the securities industry since February 28, 2024. Shreyans is registered in 53 states and the District of Columbia. Shreyans holds the Series 7TO, Series 63 and SIE exams. Shreyans is located at Fidelity Brokerage Services LLC, 900 SALEM STREET, SMITHFIELD, RI 02917.
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
RI
02/29/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 04/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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