Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homi? Claim Your ProfileHomi Modi Dossu is an investment advisor with Cetera Investment Advisers LLC. Homi is a registered representative with the state of Virginia. Cetera Investment Advisers LLC is a firm that provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Homi has been in the industry since 1986.
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.
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.
1
2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
12/09/1999 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
MA
11/17/1987 - 11/22/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/17/1987 - 11/22/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
10/24/1985 - 07/09/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 3/10/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 10/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Homi Modi is the right advisor for you? Invested Better is here to help.
