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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Urvashi? Claim Your ProfileUrvashi Patel is a financial professional with PFS Investments Inc. Urvashi has been in the industry since 2002 and has a strong track record of helping clients reach their financial goals. Urvashi is registered in 10 states including Georgia, Florida, Texas and Illinois, and holds Series 6, 26, and 63 licenses, along with the SIE exam. Urvashi specializes in portfolio management for individuals. Urvashi is dedicated to providing her clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
08/01/2016 - Present
PFS Investments Inc. (VIDALIA GA)
NY
08/02/2005 - 05/01/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
GA
07/18/2005 - 07/28/2005
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/14/2002 - 02/05/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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