Unclaimed
Thakor Patel is an investment advisor representative with Private Client Services, LLC. Thakor has been in the industry since May 17, 2004, and currently works in the Oakbrook Terrace, IL office. Prior to joining Private Client Services, LLC, Thakor worked at Nationwide Securities, LLC in West Chicago, IL and 1717 Capital Management Company in Downers Grove, IL. Thakor is licensed in 12 states, including California, Colorado, Florida, Illinois, Iowa, Michigan, North Carolina, Ohio, South Carolina, South Dakota, Texas, and Virginia.
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.
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.
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.
1
2
IL
07/16/2010 - Present
Private Client Services, LLC (OAKBROOK TERRACE IL)
IL
08/01/2008 - 07/19/2010
NATIONWIDE SECURITIES, LLC (WEST CHICAGO IL)
IL
05/17/2004 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DOWNERS GROVE IL)
BC
Issued 05/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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