Bio
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Pritesh Shah is a seasoned finance professional with expertise in risk management, investments, and corporate finance. He holds certifications from Bloomberg, FINRA, and the Florida Department of Financial Services, and is proficient in multiple languages, including Gujarati.
Credentials
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Bloomberg
Bloomberg LPJan, 2009- Apr, 2026 -
Series 63 - Uniform Securities Agent State Law
Financial Industry Regulatory Authority (FINRA)Jul, 2008- Apr, 2026 -
Series 7 - General Securities Representative
Financial Industry Regulatory Authority (FINRA)Jul, 2008- Apr, 2026 -
2-14 - Life and Variable Annuity
Florida Department of Financial ServicesDec, 2006- Apr, 2026
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Industry Focus. “Financial Services”
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