FP
Fenil Patel
from Pma Asset Management, LLC
Fenil Patel is a financial advisor based in Illinois, Naperville,
with 26 years of experience. Fenil currently works for
Pma Asset Management, LLC.
Fenil maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Fenil Patel works at Pma Asset Management, LLC
Pma Asset Management, LLC is a financial advisory firm based in Naperville, Illinois. It currently has approximately $20,027,210,883 of assets under management and employs about 69 people. Pma Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
2135 Citygate Lane, 7th Floor, Naperville, Illinois, 60563
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