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Udaykumar N Patel is a financial_advisor professional located in Gaithersburg, MD. They specialize in financial advisory. With over 24 years of experience, they bring deep expertise to every client.
Udaykumar N Patel - Pfs Investments Inc. holds an active professional license (FINRA CRD) for your protection.
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Udaykumar N Patel operates Pfs Investments Inc. in Gaithersburg, Maryland, providing financial advisory services. With 24 years in business, Patel brings substantial experience to client financial planning needs. The firm holds a FINRA CRD license number 4164448, positioning it within the regulatory framework that governs investment professionals and securities activities. Clients working with Patel can expect guidance grounded in two decades of market experience and industry-regulated practices.
A FINRA CRD (Central Registration Depository) license indicates that Udaykumar N Patel is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization overseeing securities brokers and investment advisors. This registration means Patel has met compliance, background, and qualification standards required to conduct securities and investment advisory activities. The CRD number serves as a public identifier for regulatory oversight and disciplinary history. Clients can verify registration details and any regulatory actions through FINRA's public database, providing transparency into the advisor's standing within the financial services industry.