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Pranay Patel Location
Copiague, NY, US
Pranay Patel Work
Real Estate Salesperson @ (November 2025 - Present)
Financial Advisor @ (August 2022 - Present)
Mortgage Loan Originator @ (May 2015 - Present)
Licensed Real Estate Agent @ New Age Properties, Inc. (May 2015 - November 2025)
Financial Advisor @ (December 2019 - June 2022)
Financial Advisor @ Quest Capital Strategis Inc. (January 2013 - December 2019)
Financial Advisor @ (April 2012 - September 2012)
Pranay Patel Education
I V Patel College of Commerce
Bachelor Of Commerce (Commerce)
Pranay Patel Skills
Series 63
Iras Traditional
Fixed Annuities
Safe Harbor
Retirement Planning
College Savings Plans 529
Annuities Fix
Portfolio Management
529 Plans
Licensed Life
Investments
401k
Asset Allocation
Licensed Real Estate Agent
Roth IRA
Wealth Management
Roth
Mutual Funds
High Net Worth Individuals
Variable
Real Estate
Stocks
Asset Management
Etc
Bonds Fix Income Investment
ETFs
Goverment Bonds
Term Life Insurance
Health and Accident Insurance Broker/Agent
Index
Defined Contribution Planning
Series 7
Securities
Defined Benefite Planning
Equity Trading
Accredited Buyers Representative Real Estate
Annuities
Accredited Buyers Representative
Bonds
Business Associate of Ny State of Health
College Savings Plans
IRAs
Pranay Patel Summary
Pranay Patel, based in Copiague, NY, US, is currently a Real Estate Salesperson at eXp Realty. Pranay Patel brings experience from previous roles at Primerica, Omni Mortgage Corp, New Age Properties, Inc. and SA Stone Wealth Management Inc.. Pranay Patel holds a Bachelor Of Commerce in Commerce @ I V Patel College of Commerce. With a robust skill set that includes Series 63, Iras Traditional, Fixed Annuities, Safe Harbor, Retirement Planning and more. Pranay Patel has 3 emails and 3 mobile phone numbers on RocketReach.
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