Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Snehal? Claim Your ProfileSnehal Naresh Patel is a financial advisor at Avantax Investment Services, Inc. Snehal is registered with the state of Massachusetts and New Hampshire. Snehal holds the Series 63, Series 7, and SIE licenses. Snehal has been in the industry since September 30, 2018. Snehal's office is located at 270 LITTLETON ROAD UNIT 14 in WESTFORD, MA 01886.
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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MA
10/01/2018 - Present
Avantax Investment Services, Inc. (WESTFORD MA)
BC
Issued 11/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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