Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivek? Claim Your ProfileVivek Patel is a Registered Representative of Fisher Investments and is registered to provide advisory services in Florida and Texas. Vivek has been in the industry for over 4 years and is a graduate of Penn Harris Maddison School Corporation. He is also the Manager of Baps Group Inc, a convenience store/Subway franchise. Vivek has experience managing payroll, scheduling, and HR responsibilities. He is licensed to provide investment advice to high net worth individuals, corporations, and other businesses, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. Vivek is committed to providing clients with the best possible investment advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
12/17/2024 - Present
Fisher Investments (Tampa FL)
Active
Inactive
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