Rakesh Patel, financial advisor Fort Worth TX
89 score

Rakesh Patel

CRD Number: 6245623
Current Firm: Td Ameritrade, Inc.

Rakesh Patel (CRD# 6245623) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Fort Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade Fort Worth, TX Aug 2013 - Current 3
Fidelity Westlake, TX Jul 2013 - Aug 2013 < 1
Collin County Community College Mckinney, TX Jan 2013 - Jul 2013 < 1
Country Inn & Suites / Best Western Yulee, FL Apr 2011 - Dec 2012 1
Hyatt Regency Jacksonville Riverfront Jacksonville, FL Jan 2011 - Mar 2011 < 1
Hyatt Regency Tampa Tampa, FL Jul 2010 - Dec 2010 < 1
Hyatt Regency Jacksonville Riverfront Jacksonville, FL Nov 2008 - Jun 2010 1
None Kingsland, GA Jun 2007 - Oct 2008 1
Costal Georgia Community College Kingsland, GA Aug 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Rakesh Patel
Phone Number: (800) 669-3900
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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