Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nilay? Claim Your ProfileNilay Patel is a financial advisor with MML Investors Services, LLC. Nilay is registered with FINRA and has been in the industry since 2014. Nilay is currently registered with the state of New York. Nilay has a Series 6 and Series 63 licenses and the SIE exam. Nilay is a registered representative for MML Investors Services, LLC, and also holds a life and fixed annuity license through another firm. Nilay has been employed with the firm for more than 4 years. Nilay also works with various other firms in an advisory capacity.
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
08/04/2021 - Present
MML Investors Services, LLC (TARRYTOWN NY)
NY
10/02/2014 - 04/10/2019
FORESTERS FINANCIAL SERVICES, INC. (FISHKILL NY)
BC
Issued 10/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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