Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Subhash? Claim Your ProfileSubhash Jatana has been in the financial services industry since 1994 and is currently registered with MML Investors Services, LLC. Subhash is a financial professional with experience in providing financial planning and investment advice. Subhash has been registered with several other firms in the past, including MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Subhash specializes in providing a variety of financial products and services including individual life, health, group life, group health, traditional life, long term care, disability income, fixed annuities, and asset allocation programs.
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
OH
01/30/2020 - Present
MML Investors Services, LLC (DUBLIN OH)
OH
11/28/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
11/28/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DUBLIN OH)
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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