Unclaimed
Vraj Patel is an investment advisor representative with Invesco Advisers, Inc. located in Houston, TX. Vraj has been in the industry for more than 2 years. Vraj has passed the Series 66, Series 7TO and the SIE exams. Vraj has been registered with the state of Georgia and is licensed in 52 other states. Prior to working with Invesco Advisers, Inc., Vraj worked at UBS Financial Services INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
1
2
TX
06/02/2022 - Present
Invesco Advisers, Inc. (Houston TX)
PA
05/21/2021 - 05/11/2022
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
MD
10/28/2020 - 03/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 01/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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