About this Advisor
Paresh Patel is a financial advisor operating out of Princeton Junction, New Jersey, with a total of 10 years of financial industry experience. Patel is an employee of Pnc Investments. Their career trajectory has included roles at Pnc Investments. Patel has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in New Jersey. Pnc Investments is a firm that has its headquarters in Princeton Junction, New Jersey. The company has offices in 804 locations and a total of 1,272 financial advisors. It manages $18 billion in assets across its 118,067 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 150 charitable organizations. Of its 118,067 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Pnc Investments provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually vary depending on which services are provided. Fee types billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Pnc Investments Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Paresh Patel Work History
Paresh has 10 years of experience.
Paresh Patel has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.