Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seema? Claim Your ProfileSeema Jagtiani is a financial advisor who has been in the industry since May 1, 2004. Seema is currently registered with MML Investors Services, LLC, and previously worked at Farmers Financial Solutions, LLC, Hornor, Townsend & Kent, Inc., Wells Fargo Advisors, LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Seema is licensed to sell securities in New Jersey. Seema specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Seema offers portfolio management for businesses and individuals.
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
04/23/2024 - Present
MML Investors Services, LLC (South Plainfield NJ)
NJ
10/04/2013 - 01/29/2024
FARMERS FINANCIAL SOLUTIONS, LLC (SOUTH PLAINFIELD NJ)
NJ
03/02/2011 - 02/16/2012
HORNOR, TOWNSEND & KENT, INC. (S PLAINFIELD NJ)
NJ
03/07/2006 - 12/18/2009
WELLS FARGO ADVISORS, LLC (EDISON NJ)
MA
10/20/2004 - 10/12/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/17/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 01/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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