Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Soofia? Claim Your ProfileSoofia Naqvi is an investment advisor representative with MML Investors Services, LLC. Soofia has over 10 years of experience in the financial services industry. Soofia holds Series 6, 63, and SIE securities licenses. She has been registered with the state of New York as a broker-dealer. She has also been registered with the state of New York as an investment advisor. Soofia has also previously held a Series 63 license. Soofia is registered with the state of California, Illinois, New Jersey, and New York. She is currently registered with the state of New York.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
02/09/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
01/01/2010 - 02/24/2010
CHASE INVESTMENT SERVICES CORP. (FARMINGDALE NY)
BC
Issued 12/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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