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
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
Financial Services Representative
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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