Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shreejay? Claim Your ProfileShreejay Laxmikant Purohit is a financial professional with over 15 years of experience in the industry. Shreejay is currently registered with Lifemark Securities Corp. and has previously worked with MML Investors Services, LLC, PRUCO SECURITIES, LLC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY. Shreejay's areas of specialization include Financial Planning, Selection of Other Advisers, and Portfolio Management for Individuals. Shreejay holds Series 6, Series 26, Series 63 and SIE licenses. Shreejay is registered in New Jersey, New York, North Carolina, Pennsylvania and Virginia.
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.
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
NJ
05/30/2019 - Present
Lifemark Securities Corp. (Hamilton NJ)
NJ
03/30/2017 - 10/04/2017
MML INVESTORS SERVICES, LLC (Edison NJ)
NJ
04/27/2007 - 12/12/2016
PRUCO SECURITIES, LLC. (EDISON NJ)
NJ
12/14/2005 - 04/18/2007
METLIFE SECURITIES INC. (LAWRENCEVILLE NJ)
NJ
12/14/2005 - 04/18/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAWRENCEVILLE NJ)
NJ
03/12/2002 - 12/12/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 05/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shreejay Purohit is the right advisor for you? Invested Better is here to help.
