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 is a financial advisor with Cetera Investment Advisers LLC, located in Midlothian, Virginia. Homi has been in the industry since March 18, 1986 and has experience working with a wide range of clients, including individuals, businesses, and charitable organizations. Homi has a strong background in investments and financial planning, with experience working with various companies like Securian Financial Services, Inc., MetLife Securities Inc., and First American National Securities, Inc. Homi can offer a variety of financial services, including portfolio management, financial planning, 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.
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.
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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 09/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1994
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
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