Minesh Patel is a ChFC-designated registered investment advisor, based in Macungie, PA, with 25 years of industry experience.
Location
Macungie, PA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
First Command Brokerage Services, INC.
September 2025 - Present · 1 yr
First Command Advisory Services
September 2025 - Present · 1 yr
First Command Brokerage Services, INC.Broker
September 2025 - Present · 1 yr
Previous Registrations
Pruco Securities, LLC.Broker
February 2021 - January 2025 · 3 yrs 11 mos
Prudential Financial Planning Services
December 2002 - March 2020 · 17 yrs 3 mos
Pruco Securities, LLC.Broker
July 1999 - March 2020 · 20 yrs 8 mos
State Registrations2 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.