Chet Patel has a diverse work experience in the financial industry. ᴄʜᴇᴛ began their career as an Equity Dealer at City Equities Ltd in London, where they advised private clients on their small and mid-cap portfolios. ᴄʜᴇᴛ then moved on to ARjENT Ltd & S.W. Bach & Co as a Stockbroker, specializing in advising on listed US equities. ᴄʜᴇᴛ obtained various certifications and registrations, including with the Financial Services Authority (FSA) and the National Association of Securities Dealers (NASD). Chet then worked in corporate accounts for various companies before joining Proactive as a Director. At Proactive, they helped grow the company into a leading multi-media news organization and investor portal with global offices.
Chet Patel obtained a Bachelor's Degree in Chemistry from De Montfort University in the year 1999. In terms of additional certifications, Chet has completed the FPC1, FPC2, and FPC3 certifications in Financial Planning from the Chartered Insurance Institute. Additionally, they have obtained the Futures & Options Representative and Securities Representative certifications from the Chartered Institute for Securities & Investment (CISI). Chet has also obtained the Series 17 and Series 63 certifications from the Financial Industry Regulatory Authority (FINRA). The specific months and years of obtaining these certifications were not provided.
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