Unclaimed Profile

Rachna Jagadishbhai Patel

REFINITIV GLOBAL MARKETS INC.·BOSTON, Massachusetts

Clean recordREFINITIV GLOBAL MARKETS INC.

26 THOMSON PLACE, BOSTON, MA 02210CRD# 5656406Firm CRD# 109120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rachna Jagadishbhai Patel · BOSTON, MA

Registration

CRD #5656406 · REFINITIV GLOBAL MARKETS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rachna Jagadishbhai Patel is a registered financial advisor based in BOSTON, Massachusetts, affiliated with REFINITIV GLOBAL MARKETS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

REFINITIV GLOBAL MARKETS INC.

IFR, MUNICIPAL MARKET DATA

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at REFINITIV GLOBAL MARKETS INC. →

Services

Market timing services

Other

Background

Compensation

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 5656406

Firm CRD# 109120

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rachna Jagadishbhai Patel offer?

Rachna Jagadishbhai Patel is a registered financial advisor in BOSTON, Massachusetts. Contact their office for details on services offered.

What are Rachna Jagadishbhai Patel's credentials?

Rachna Jagadishbhai Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachna Jagadishbhai Patel located?

Rachna Jagadishbhai Patel is based in BOSTON, Massachusetts, working with REFINITIV GLOBAL MARKETS INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Rachna Jagadishbhai Patel charge for services?

Rachna Jagadishbhai Patel's firm is compensated through fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REFINITIV GLOBAL MARKETS INC.?

REFINITIV GLOBAL MARKETS INC. has approximately 30 employees. The firm is registered with the SEC as an investment adviser.

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