Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yash? Claim Your ProfileYash Patil is a financial advisor registered with City National Rochdale. Yash has been in the industry since August 23, 2020. Yash is licensed in both California and New York. Yash has passed the Series 7TO, SIE, Series 63 and Series 66 exams. Yash specializes in a variety of financial services including portfolio management for individuals, businesses and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
CA
12/17/2021 - Present
City National Rochdale (San Francisco CA)
BC
Issued 04/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Yash Patil is the right advisor for you? Invested Better is here to help.
