Unclaimed
Vaishali Patel is a financial professional with Nylife Securities LLC, a firm with a focus on securities and investments. Vaishali has been in the financial industry since March 2021. She holds a Series 63, Series 6TO and the SIE licenses and is currently registered with FINRA and licensed in California, North Carolina, Ohio, Vermont and Washington. She has been working in Independence, OH since April 2023.
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.
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.
1
2
OH
03/19/2021 - Present
Nylife Securities LLC (Independence OH)
BC
Issued 04/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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