Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Padmaja? Claim Your ProfilePadmaja Kotagiri is a financial advisor who has been in the industry since July 18, 2003. Padmaja is currently registered with MML Investors Services, LLC and has been registered with them since March 25, 2017. Previously, Padmaja was registered with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Padmaja is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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
NJ
03/25/2017 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
05/25/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NJ
05/25/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
MA
09/07/2001 - 07/15/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/07/2001 - 07/15/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/03/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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