Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunil? Claim Your ProfileSunil Nagpal is a financial professional with over 20 years of experience in the industry. Sunil is currently registered with MML Investors Services, LLC, a firm that provides investment advisory services and related financial products. Sunil has a strong background in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and retirement plans. Sunil is also a Chartered Financial Consultant (ChFC) and has experience in independent insurance agency work.
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
NC
02/12/2024 - Present
MML Investors Services, LLC (Charlotte NC)
NC
03/17/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
03/17/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)
MA
06/28/2002 - 11/07/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/13/2002 - 03/26/2002
AXA ADVISORS, LLC (NEW YORK NY)
KS
07/24/2001 - 02/21/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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