BP
Bipin Patel
WORLD INVESTMENTS
EAST BRUNSWICK, NJ
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CRD#: 4663333
BP
Professional summary
Bipin Patel is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in East Brunswick, New Jersey.
Bipin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Bipin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MAHARANI-MAHARAJA CRUISE CLUB, LTD.
AFFILIATED WITH TRAVEL PORTS & VOYAGERS, INC.
8 EDWARD ST., EAST BRUNSWICK, NJ 08816
POSITION - TRAVEL AGENT
START - 11/01/09
DUTIES: VACATION BOOKINGS (CRUISE, RESORTS, ETC.)
MARKETING AND BOOKING SERVICES - APPROX. TIME 3 HRS PER WEEK.
EXPECTED COMPENSATION - $5,000 PER YEAR
BENEFITMALL
354 EISENHOWER PKWAY, LIVINGSTON NJ 07039
HEALTH INSURANCE AGENT STARAT 10/1/2016
4 HRS WK/2 HRS DURING MARKET
NEISHLOSS & FLEMING INC
2275 SWALLOW HILL RD, PITTSBURG, PA 15220
INSURANCE AGENT - MEDICARE, START 10/2016
4 HRS WK/2 HRS DURING MARKET
TFS INSURANCE AGENCY
437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738
INSURANCE AGENT
CRS (Client Relationship Summary) - BD
Click below to view Bipin Patel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 26, 2009 - Present
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
EAST BRUNSWICK, NJ
Current
February 26, 2009 - Present
WORLD INVESTMENTS, LLC
Office #1: 437 Newman Springs Road, Lincroft, NJ 07738BD
CRD#: 20626
Lincroft, NJ
Past
December 4, 2007 - December 31, 2008
1ST DISCOUNT BROKERAGE, INC.
RIA
CRD#: 39164
EAST BRUNSWICK, NJ
Past
November 17, 2005 - December 31, 2008
1ST DISCOUNT BROKERAGE, INC.
BD
CRD#: 39164
EAST BRUNSWICK, NJ
Past
April 28, 2005 - September 22, 2005
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
June 16, 2003 - April 13, 2005
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(2/26/2009)
IAR
New Jersey(2/26/2009)
RR
Rhode Island(2/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WI
WORLD INVESTMENTS, LLC
COLTS NECK WHY T&T SECURITIES, INC. | WORLD INVESTMENTS, LLC | WORLD INVESTMENTS, INC. | WORLD ADVISORY SERVICES | TFS WEALTH MANAGEMENT | TFS SECURITIES, INC. | TFS POTFOLIO ADVISORY SERVICES | TFS PORTFOLIO ADVISORY SERVICES,DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES, A DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES | TFS ADVISORY SERVICES | NASD SPELLING ERROR - POTFOLIO SHOULD BE PORTFOLIO | INNOVATIVE MARKET TRENDS | FREEMAN & VANNAUKER | FFP WEALTH MANAGEMENT
CRD#: 20626 / SEC#: 801-56426, 8-38377
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738
Phone number
(732) 758-9300
Established
New Jersey since 09/30/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
217
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,697 |
| AUM (Assets Under Management) | $ 1,734,780,346 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
