Anita J Patel
Independent Financial Advisor
- Role
- Sr Vice President, Financial Advisor at Bravias Financial
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Anita J Patel
My clients include women over 50 (often recent divorcees and widows) and the sandwich…
Experience
Sr Vice President, Financial Advisor
Jul 2021 — Present · Miami, FL, US
A boutique business with personalized service.No quotas.No proprietary products.No high pressure sales. FL Insurance License: W414566Bravias Financial is an independent retirement planning firm. Investment advisory services offered through Bravias Capital Group LLC, an SEC Registered Investment Advisor. Bravias Capital Group and Bravias Financial are independent entitities.
Education
Thomas Jefferson High School for Science and Technology
High School
University of Pennsylvania
BS
International Christian University
1 Year Exchange
Skills
- Strategic Financial Planning
- Estate Planning
- Financial Advisory
- Investments
- Retirement Planning
- Portfolio Management
- Wealth Management
- Asset Managment
- Fixed Annuities
- Mutual Funds
- Small Business
- Investment Advisory
- Pensions
- Securities
- Equities
- Asset Management
- Retirement
- Risk Management
- Financial Planners
- Investment Strategies
- Finance
- Personal Finance
- Asset Allocation
- Long-Term Care
- Alternative Investments
- Wealth Management Services
- Uniform Combined State Law
- Investment Management
- Series 7
- Financial Services
- Life Insurance
- Bonds
- Wealth
- Iras
- Series 24
- Wealth Accumulation
- Disability Insurance
- 401k
- Roth Ira
- Stocks
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