Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejas? Claim Your ProfileTejas Patel is a financial professional with over 8 years of experience in the financial services industry. Tejas has a strong track record of providing investment advice and portfolio management services to a wide range of clients. Most recently, Tejas worked at Bay Crest Partners, LLC, where he provided investment advice and portfolio management services to high-net-worth individuals. Prior to that, Tejas was a registered representative at Deutsche Bank Securities Inc., where he provided investment advice and portfolio management services to a variety of clients. Tejas is currently registered with HSBC Securities (USA) Inc. and holds a Series 3, Series 7, Series 57, Series 63 and SIE licenses. Tejas is committed to providing his clients with personalized financial advice and helping them 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/24/2022 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
08/03/2021 - 03/14/2022
BAY CREST PARTNERS, LLC (NEW YORK NY)
NY
06/30/2014 - 09/03/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
FL
02/20/2009 - 06/02/2010
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 3 - National Commodity Futures Examination
BC
Issued 07/14/2016
Series 57 - Securities Trader Exam
BC
Issued 06/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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