Ketul ModyCRD Number: 5478135
Current Firm: Securian Financial Services, Inc.
Ketul Mody (CRD# 5478135) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newark, DE and has over 9 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Securian Financial Services, Inc.||St. Paul, MN||Jan 2008 - Current||9|
|Minnesota Life Insurance Company||St. Paul, MN||Jan 2008 - Current||9|
|Diamond State Financial Group||Newark, DE||Jan 2008 - Current||9|
|Htg Consultants||New Castle, DE||Jul 2006 - Nov 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV