Avani Patel (CRD# 4227064) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has over 18 years of experience in the finance industry. Avani Patel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2637653
Wells Fargo Advisors
CRD# 1538140
Lpl Financial LLC
CRD# 4652073
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Huntington Station, NY | Jan 2018 - Current | 6 |
| Unemployment | Floral Park, NY | Sep 2014 - Jan 2018 | 3 |
| Fidelity Investments | Melville, NY | Jan 2000 - Aug 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
| S63 | Uniform Securities State Law Examination | May 2018 |
- NJ
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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