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Kalpnesh P
Series 63, Series 65
Temecula, CA
Ameritas Advisory Services, LLC
Kalpnesh Patel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with several firms including Prudential Insurance Company of America and New York Life Insurance Company. Patel is also involved with RH Benefits Insurance Services, Inc., where he acts as an agent for Medicare, life insurance, and annuity products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management through multiple program platforms and a mix of investment vehicles.
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