Shiv Patel, CFP
Tolleson Wealth Management
Certified Financial Planner in Dallas, TX
http://www.tollesonwealth.com/
Address:5500 Preston Road, Suite 250
Dallas, TX 75205
About Shiv Patel
Shiv Patel is a financial professional at Tolleson Wealth Management located in Dallas, Texas. Shiv Patel holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Shiv Patel provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Shiv Patel5500 Preston Road, Suite 250
Dallas, TX 75205
Phone Number:
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Website:
http://www.tollesonwealth.com/
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