Unclaimed
Zeal Patel is a financial professional with over 6 years of experience in the securities industry. Zeal is currently registered with Grayscale Securities, LLC. Zeal holds Series 63, 7, 7TO, and SIE licenses and has a background in financial services. Prior to joining Grayscale Securities, LLC, Zeal worked at Credit Agricole Securities (USA) Inc.
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.
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2
CT
02/29/2024 - Present
Grayscale Securities, LLC (STAMFORD CT)
NY
10/13/2016 - 06/12/2020
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 11/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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