Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejaswi? Claim Your ProfileTejaswi Suresh Patel is a financial advisor at LPL Financial LLC, based in Somerset, NJ. Tejaswi has over 28 years of experience in the financial services industry. Tejaswi has held previous roles at CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., and FIRST MONTAUK SECURITIES CORP. Tejaswi is registered to provide investment advisory services in New Jersey and Texas. Tejaswi also provides financial planning, pension consulting, and educational seminars to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
04/18/2024 - Present
LPL Financial LLC (SOMERSET NJ)
NJ
09/08/2022 - 04/23/2024
CETERA ADVISORS LLC (SOMERSET NJ)
NJ
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SOMERSET NJ)
NJ
11/19/2002 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (SOUTH PLAINFIELD NJ)
NY
01/17/2001 - 11/26/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MO
10/01/2000 - 01/12/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/26/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
11/10/1998 - 03/24/2000
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
11/17/1995 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 05/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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