Amrish PatelCRD Number: 4449749
Current Firm: Msi Financial Services, Inc.
Amrish Patel (CRD# 4449749) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Tempe, AZ and has over 14 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Metlife Securities||Tempe, AZ||Oct 2015 - Current||1|
|Securities America, Inc.||Mesa, AZ||Jun 2006 - Oct 2015||9|
|Securities America Advisor Inc.||Mesa, AZ||Jun 2006 - Oct 2015||9|
|Pacific Southwest Financial Corporation||Woodland Hills, CA||Jul 2006 - Jul 2008||2|
|American Mortgage Group, Inc.||Gilbert, AZ||Jul 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV