Amjad Patel Mr.
Professional Summary
Amjad Patel MR., who also goes by Amjad Patel, A.j. Patel, is a registered financial advisor currently at CLARITY CAPITAL LIMITED. Amjad is registered as a RR (Registered Representative) and started their career in finance in 2017. Amjad has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amjad Patel, A.j. Patel
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CLARITY CAPITAL LIMITED | HIIVE MARKETS LIMITED
Contact Information
Main Address
700 - 980 Howe Street, Vancouver, Bc, V6Z 0C8Mailing Address
700 - 980 Howe Street, Vancouver, Bc, V6Z 0C8Phone Number
(604) 200-2405Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/17/2024)
(8/16/2024)
(6/12/2024)
(7/11/2024)
(6/4/2024)
(6/4/2024)
(6/4/2024)
(6/18/2024)
(6/13/2024)
(6/17/2024)
(6/21/2024)
(6/19/2024)
(6/13/2024)
(6/21/2024)
(6/13/2024)
(6/7/2024)
(6/13/2024)
(6/20/2024)
(6/14/2024)
(6/4/2024)
(6/10/2024)
(6/4/2024)
(6/13/2024)
(6/4/2024)
(6/4/2024)
(6/4/2024)
(6/12/2024)
(6/4/2024)
(7/29/2024)
(6/13/2024)
(6/13/2024)
(6/13/2024)
(6/17/2024)
(6/4/2024)
(6/17/2024)
(6/4/2024)
(6/4/2024)
(6/20/2024)
(6/4/2024)
(6/14/2024)
(6/14/2024)
(6/4/2024)
(6/28/2024)
(3/20/2025)
(6/4/2024)
(6/4/2024)
(6/13/2024)
(6/13/2024)
(6/4/2024)
(6/3/2024)
(6/6/2024)
(6/4/2024)
(6/5/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Amjad Patel MR.'s CRS (Customer Relationship Summary).
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