Unclaimed
Tamal Majumdar has been in the financial services industry since March 2003. Tamal is currently registered with MML Investors Services, LLC. Tamal is also registered as an Investment Advisor Representative with the state of Texas. Tamal has Series 6, 7, 63, and 65 licenses and the SIE certification. Prior to joining MML Investors Services, LLC, Tamal was employed by MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Tamal has been a licensed insurance agent since 2005.
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
NJ
05/26/2017 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
03/19/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NJ
03/19/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CRANFORD NJ)
IA
Issued 07/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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