
Pouya M. Jaliliemail
Professional Story
Knowledge is the key to a successful financial future.
My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.
I am licensed to sell insurance in: MA, TX, PA, UT, AL, FL, CT, TN, ME, IL, GA, NC, and RI and securities in: MA, RI, CA, GA, IL, and WA.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor Boston, MA 02210 617-585-4500
Education
The University of Alabama 2021-2023
Hobbies
Running, Reading, Martial Arts, Piano, Chess,
Community Involvement
Marlborough Chamber of Commerce, Allston-Brighton Chamber of Commerce, 495 Chamber of Commerce
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Special Needs, Military, Retirement Income Planning, Financial Planning, Financial Education, Student Loan Refinancing, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies, Retirement Strategies
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