Hitesh Patel

Role
Investment Consultant at LPL Financial
Location
Warren, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Hitesh Patel

Twenty-five years of experience in the financial markets has taught me many valuable…

Experience

  1. Investment Consultant

    LPL Financial

    Apr 2022 — Present

Skills

  • Financial Advisory
  • Financial Markets
  • Asset Management
  • Retirement Planning
  • Financial Services
  • Due Diligence
  • Securities
  • Finance
  • Financial Planning
  • Management
  • Financial Analysis
  • Estate Planning
  • Wealth
  • Mutual Funds
  • Banking
  • Investments
  • Portfolio Management
  • Iras
  • Wealth Management
  • Financial Modeling
  • Risk Management
  • Series 7
  • Bonds
  • Wealth Accumulation
  • Strategic Planning
  • Insurance
  • Equities

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Hitesh Patel — Investment Consultant at LPL Financial in Warren, NJ, US | Unifers