Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Trivedi is a registered representative with MML Investors Services, LLC and has been in the industry since August 24, 2015. Amit has Series 6, 26 and 63 licenses as well as a Series 65 license. Amit is registered with the state of New York as an Investment Advisor Representative and is also registered in several other states. Amit is also a licensed insurance broker. Amit offers a variety of financial services, including financial planning, asset allocation programs, pension consulting and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
10/29/2021 - Present
MML Investors Services, LLC (TARRYTOWN NY)
CT
06/24/2015 - 11/13/2018
FORESTERS FINANCIAL SERVICES, INC. (E. HARTFORD CT)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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