MP
Manan Patel
Saint Cloud, FL
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CRD#: 6748019
MP
Manan Patel
Professional summary
Manan Patel was a registered financial advisor .
Manan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Manan had worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Always Fiduciary
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.
1. Insurance agent, non investment related, NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
August 18, 2026 - Present
Saint Cloud, FL
Past
April 9, 2019 - August 25, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Orlando, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(8/18/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 4/9/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current firm
No current employment
Red Flags
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