Ravi Patel
Investment Advisor at Cetera Investors
- Role
- Investment Advisor at Cetera Investors
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Ravi Patel
I am an Investment Advisor with Cetera Investors, Inc. I use a holistic planning approach in providing families and individuals with financial solutions, guidance & tools to help meet their needs across all life stages- Retirement & Income Planning Strategies - College Savings - Protection Plans & Strategies - Investment Management (Asset Allocation & Diversification)- Tax Saving Concepts It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do. If you’re interested in reviewing your financial goals with me, please contact me at (63••••••00 X 205 or by e-mail at r••••••••@ceterainvestors.com
Experience
Investment Advisor
Jun 2019 — Present · Lombard, IL
Formerly Foresters Financial Services)Office: 1 E 22nd St, Suite 710, Lombard, IL 60148Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. CA Insurance License #0L60422.
Education
Elk Grove High School
High School, General Studies
2006 — 2010
University of Illinois Chicago
Bachelor's Degree, Business Administration and Management
2010 — 2014
Skills
- Microsoft Excel
- Market Research
- Management
- Social Media
- Analysis
- Microsoft Outlook
- Asset Management
- Financial Planning
- Outlook
- Life Insurance Portfolio Building
- Powerpoint
- Microsoft Word
- Interviews
- Time Management
- Technical Recruiting
- Customer Service
- Recruiting
- Leadership
- Microsoft Office
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