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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

  • Bloomberg
    Bloomberg LP
    Jan, 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 Services
    Dec, 2006
    - Apr, 2026
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Industry Focus. “Financial Services”

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