Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vishal? Claim Your ProfileVishal Vibhaker Patel is a financial advisor registered with Equitable Advisors, LLC. Vishal has been working in the financial services industry since 2003 and has passed the Series 66, Series 7, and SIE exams. Vishal is registered in California, Georgia, Indiana, Louisiana, and is actively working with clients in those states. Vishal also holds an insurance license in California. In addition to being a Registered Representative with Equitable Advisors, LLC, Vishal is also a trustee for his family trust. Previous employers include American Express Financial Advisors Inc. and IDS Life Insurance Company. Vishal specializes in providing financial advice to individuals, high-net-worth individuals, and families. Vishal is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and insurance solutions.
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.
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.
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2
CA
10/20/2014 - Present
Equitable Advisors, LLC (IRVINE CA)
MN
02/21/2003 - 04/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/21/2003 - 04/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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