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 advisor with MML Investors Services, LLC based in Charlotte, North Carolina. Sunil has been in the industry since 2002 and has experience with a variety of firms, including MSI Financial Services, Inc., Metropolitan Life Insurance Company, Banc of America Investment Services, Inc., and AXA Advisors, LLC. Sunil is licensed in multiple states, including North Carolina, Texas, Florida, California, Illinois, and Georgia. Sunil also holds the Series 66, Series 7, and SIE licenses. In addition to his work as a financial advisor, Sunil is an independent insurance agent and offers asset allocation programs, financial planning, and pension consulting.
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 8/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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