Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shefali? Claim Your ProfileShefali Desai is a financial advisor with over 20 years of experience in the industry. She is currently registered with MML Distributors, LLC and has been registered in all 50 states. Shefali Desai holds a Series 7, Series 24, and Series 63 licenses. She has previously been registered with MML Investors Services, LLC and MML Investors Services, INC.
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.
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.
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2
MA
07/23/2013 - Present
MML Distributors, LLC (SPRINGFIELD MA)
MA
08/05/2011 - 05/27/2014
MML INVESTORS SERVICES, LLC (EAST LONGMEADOW MA)
MA
03/30/2001 - 08/11/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 05/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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