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Snehi Hiteshkumar Patel

Lincoln International LLC

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About Snehi Hiteshkumar Patel

Snehi Hiteshkumar Patel is a registered representative with Lincoln International LLC. Snehi is registered in California, Georgia, Illinois, New York and Texas. Snehi has passed the Series 63, Series 79TO and SIE exams. Snehi has been in the financial services industry for over a year.

Firm Information

Snehi Patel is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Snehi Patel’s Registration & Firm History

GA

01/02/2024 - Present

Lincoln International LLC (Atlanta GA)

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Licenses & Designations

BC

Issued 12/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Snehi Hiteshkumar Patel.
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