Kalpesh Patel
Financial Services Professional at NYLIFE Securities LLC
- Role
- Licensed Agent at New York Life
- Location
- Mentor, OH, US
- LinkedIn followers
- 500 followers
About Kalpesh Patel
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.My California Insurance license number is 0M94969. My Arkansas Insurance license number is 18••••55Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.6100 Oak Tree Blvd, Suite 300 Independence, OH 44131Registered branch address:8257 Johnnycake Ridge RdMentor, OH 44••••••••85
Experience
Licensed Agent
Apr 2019 — Present · Cincinnati, OH, US
I am an Agent licensed to sell insurance through New York Life Insurance Company.
Education
DeVry University
Computer Information System
2000 — 2003
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