Jagat Rathee

Financial Services Representative at Creative Financial Group

Role
Financial Services Representative at Creative Financial Group
Location
Warren, NJ, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Jagat Rathee

It has been my pleasure and privilege to have opportunity to educate my clients,leading them to have secured a financial plan for the safety and security of the family they love the most. Please feel free to contact me to sit down to go over the plan if you have one for complementary 2nd opinion or to start a new one at the earliest for the family you love. Jagat Rathee j••••••@financialguide.com 90••••••06

Experience

  1. Financial Services Representative

    Creative Financial Group

    Sep 2019 — Present · Fairfield, NJ, US

    I offer an analysis of your current financial situation and help you- identify financial goals and concerns- illustrate what is being done to reach your goals and deal with the concerns- identify gaps, if present, and offer solutions to fill themI am licensed to sell insurance in NJ, NY and PA and securities in NJ. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC Supervisory office: 1305 Campus Drive, Wall Township, NJ 07753.

Education

  • Delhi University

    Bachelor's degree, Business/Commerce, General

    1976 — 1980

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Jagat Rathee — Financial Services Representative at Creative Financial Group in Warren, NJ, US | Unifers