Jesal Patel

Jesal Patel Email and Phone Number

Financial Adviser @ Eagle Strategies LLC
Houston, TX, US
Jesal Patel's Location
Greater Houston, United States
Jesal Patel's Contact Details

Jesal Patel personal email

About Jesal 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. 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.

Jesal Patel's Current Company Details
Eagle Strategies LLC

Eagle Strategies Llc

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Financial Adviser
Houston, TX, US
Jesal Patel Work Experience Details
  • Eagle Strategies Llc
    Financial Adviser
    Eagle Strategies Llc
    Houston, Tx, Us
  • Eagle Strategies Llc
    Financial Adviser
    Eagle Strategies Llc 2011 - Present
    Houston,Tx
    Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Jan 2005 - Present
    Houston,Tx
    Registered 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
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Dec 2003 - Present
    Houston, Texas Area
    Agent licensed to sell insurance through New York Life Insurance Company.
  • Icfai
    Independent Marketing Consultant
    Icfai Sep 1996 - May 1997
    Mumbai Area, India
    Was a Marketing Consultant to the Institute of Chartered Financial Analysts of India.Was amongst the 10 selected by them all over India
  • Free Lance Consultant
    Consultant
    Free Lance Consultant Dec 1995 - May 1997
    Mumbai Area, India
    Involved 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.
  • Leading Financial Company In India
    Portfolio Manager
    Leading Financial Company In India Aug 1994 - Dec 1995
    Mumbai Area, India
  • Dalal Street Journal
    Equity Research Analyst
    Dalal Street Journal Mar 1993 - Aug 1994
    Mumbai Area, India
    Sr. Equity Research Analyst and Financial Journalist.
  • Ramani Associates
    Jr Associate
    Ramani Associates Apr 1992 - Dec 1992
    Mumbai Area, India
    Worked as a Jr. Associate Company Incorporation.

Jesal Patel Skills

Retirement Planning Estate Planning Life Insurance

Jesal Patel Education Details

  • Institute Of Chartered Accountants Of India
    Institute Of Chartered Accountants Of India
    Accounting
  • Bombay University
    Bombay University
    Rank Holder
  • Nm College Of Commerce And Economics
    Nm College Of Commerce And Economics
    Rank 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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