Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Purvi? Claim Your ProfilePurvi Bhavsar is a financial advisor at MML Investors Services, LLC. Purvi has over 15 years of experience in the financial services industry. Purvi is a CERTIFIED FINANCIAL PLANNER™ professional, and holds Series 7, Series 63 and Series 66 securities licenses. Purvi has been registered with MML Investors Services, LLC since March 2017. Purvi has a strong track record of helping clients achieve their financial goals. Purvi specializes in a wide range of financial planning services, including asset allocation, retirement planning, college savings, and estate planning. Purvi also offers insurance and real estate services.
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
GA
01/05/2021 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
01/30/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
09/19/2008 - 02/03/2009
AXA ADVISORS, LLC (ATLANTA GA)
GA
06/22/2006 - 05/20/2008
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
06/22/2006 - 06/29/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (ATLANTA GA)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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