Purvi Bhavsar

Credentials:
  • CLTC®
  • CFP®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Risk Management Strategies, Retirement Income Planning, College Funding Strategies, Student Loan Refinancing

Languages: English

Knowledge is the key to a successful financial future. My background, experience and committment 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 pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

 

I am a financial professional affiliated with Massachesetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.

 

I am licensed to sell insurance in: AL; CA; FL; GA; IL; NC; OH; TN; TX; VA

and Securities in : AZ; CA; FL; GA; TX

My CA license no. is 0L86838

 

I am registered representative of and offer securities through MML Investors Services, LLC, Member SIPC Supervisory address: 3720 DaVinci Court, Suite 150, PeachTree Corners, GA 30092

 

MassMutual is a leading mutual life insurance company, that is run for the benefits of its members and participating policyholders.

MassMutual has a strong history of financial strength and strong performance, and although dividends are not guaranteed, the comapny has paid dividends to eligible participating policyholders consistantly since 1860s.

Education

L.D.College of Engineering (1981-1986)
Univ. of Maryland (1988-1991)
American College (2003-2005)

Hobbies

Reading
hiking
music

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

See Purvi’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

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MassMutual Perimeter

Main Office

3720 Davinci Court, Suite 150
Peachtree Corners, GA 30092

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CRN202207-267436