Unclaimed
Seyed Jalil Razavi is a financial advisor with over 30 years of experience in the financial services industry. Seyed is currently registered with MWA Financial Services Inc. and is located in Lexington, Kentucky. Seyed has experience working with individuals, families, and businesses. Seyed provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Seyed is committed to providing personalized financial advice to help clients achieve their financial goals. Seyed is also a registered representative with FINRA and the state of Kentucky.
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.
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.
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.
1
2
KY
10/27/2009 - Present
MWA Financial Services Inc. (Lexington KY)
KY
01/10/2002 - 05/06/2009
ALLSTATE FINANCIAL SERVICES, LLC (LEXINGTON KY)
IL
11/02/2001 - 11/19/2001
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MA
05/31/1988 - 08/03/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/31/1988 - 08/03/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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