Disclaimer: Disclaimer:(Anil Patel is a Registered Representative offering investments through Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation “Member www.sipc.org". Anil Patel is authorized to offer securities products in the following States: CA, OH, TX, OK). California residents license number 0608592, branch 3616 LFS-3690795-072721, 17100 Norwalk Blvd, Suite 115, Cerritos, CA 90703.
Anil Patel is solely licensed as a registered representative of Lincoln Financial Securities (LFS) and is not licensed as an investment adviser representative of LFS. As such, Mr. Patel is only licensed and qualified to act in a broker-dealer capacity regarding the advice and recommendations he may provide to you.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.