Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parth? Claim Your ProfileParth Rana is a financial advisor who has been in the industry since 2007. Parth works with a wide range of clients, including individuals, families, corporations, and trusts. Parth currently works for MML Investors Services, LLC. Parth is licensed to provide investment advice in the state of Texas and is a registered representative of FINRA. Parth is a CERTIFIED EXIT PLANNING ADVISOR. Parth has a strong track record of success in helping clients achieve their financial goals. Parth is committed to providing personalized service to all of their clients. Parth is a member of the Financial Planning Association and has a number of professional designations including CFP® and CFBS®.
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
TX
01/14/2008 - Present
MML Investors Services, LLC (San Antonio TX)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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