Jesal Patel work email
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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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 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.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 jurisdictionsCA Lic # 0F53803.3200 Southwest Freeway, Suite 1900, Houston,Tx 77027 #713-961-4545Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
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Financial AdviserEagle Strategies LlcHouston, Tx, Us -
Financial AdviserEagle Strategies Llc 2011 - PresentHouston,TxFinancial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. -
Financial Services ProfessionalNylife Securities Llc Jan 2005 - PresentHouston,TxRegistered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.CA Lic # 0F53803I 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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 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. 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 -
AgentNew York Life Insurance Company Dec 2003 - PresentHouston, Texas AreaAgent licensed to sell insurance through New York Life Insurance Company.
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Independent Marketing ConsultantIcfai Sep 1996 - May 1997Mumbai Area, IndiaWas a Marketing Consultant to the Institute of Chartered Financial Analysts of India.Was amongst the 10 selected by them all over India
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ConsultantFree Lance Consultant Dec 1995 - May 1997Mumbai Area, IndiaInvolved with leading corporate houses and MNC's in India and also FII's in India-providing them with Investment consulting and Research Reports.Also involved in involved in Financial Feasibility Report and Market Feasibility Report development for Merchant Bankers and Brokers.
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Portfolio ManagerLeading Financial Company In India Aug 1994 - Dec 1995Mumbai Area, India
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Equity Research AnalystDalal Street Journal Mar 1993 - Aug 1994Mumbai Area, IndiaSr. Equity Research Analyst and Financial Journalist.
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Jr AssociateRamani Associates Apr 1992 - Dec 1992Mumbai Area, IndiaWorked as a Jr. Associate Company Incorporation.
Jesal Patel Skills
Jesal Patel Education Details
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Institute Of Chartered Accountants Of IndiaAccounting -
Bombay UniversityRank Holder -
Nm College Of Commerce And EconomicsRank Holder And Recipient Of National Merit Scholarship From The Govt. Of India
Frequently Asked Questions about Jesal Patel
What company does Jesal Patel work for?
Jesal Patel works for Eagle Strategies Llc
What is Jesal Patel's role at the current company?
Jesal Patel's current role is Financial Adviser.
What is Jesal Patel's email address?
Jesal Patel's email address is pa****@****hoo.com
What schools did Jesal Patel attend?
Jesal Patel attended Institute Of Chartered Accountants Of India, Bombay University, Nm College Of Commerce And Economics.
What skills is Jesal Patel known for?
Jesal Patel has skills like Retirement Planning, Estate Planning, Life Insurance.
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Jesal Patel
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