Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yogesh? Claim Your ProfileYogesh Rameshchandra Patel is a financial professional with over 10 years of experience in the securities industry. Yogesh is currently registered with Hold Brothers Capital LLC, a firm based in New York, NY. Before joining Hold Brothers Capital LLC, Yogesh was previously employed by HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C.. Yogesh holds a Series 7, Series 57TO, Series 99TO and SIE license.
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
NY
09/12/2011 - Present
Hold Brothers Capital LLC (NEW YORK NY)
NY
08/29/2008 - 11/02/2009
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
BC
Issued 07/16/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Yogesh Patel is the right advisor for you? Invested Better is here to help.
