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MILAN PATEL
CRD#: 7185757
IA
B
J.P. MORGAN SECURITIES LLCCRD#: 79 9300 N Milwaukee Ave
NILES, IL 60714
NILES, IL 60714
0
Disclosures
5
Years of Experience
View By:
State Registrations
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Arizona 10/8/2024
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New Jersey 5/10/2023
B
California 2/7/2021
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New York 4/30/2024
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Florida 2/7/2021
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Ohio 5/1/2024
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Illinois 2/7/2021
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Texas 5/9/2023
IA
Illinois 2/7/2021
IA
Texas 5/19/2023
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Kentucky 3/10/2025
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Wisconsin 4/29/2024
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Massachusetts 5/9/2024
SRO Registrations
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IA
Registered with this firm since 2/7/2021
B
Registered with this firm since 2/7/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/21/2020 - 01/05/2021 | NORTHBROOK, IL | |
B | 12/05/2019 - 01/05/2021 | NORTHBROOK, IL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.