Broker Check
A. Moghis Mian, MBA, RICP®, LUTCF®

A. Moghis Mian, MBA, RICP®, LUTCF®

Financial Advisor

BUSINESS PHILOSOPHY

My goal is to create and enhance life-long financial and professional relationships with my clients, through mutual respect, concern and knowledge, I can help fulfill the financial needs of my clients now and in the future.

Each individual has a unique situation which requires logical and creative thinking with attention to the details of their specific dreams, hopes, and desires.  I listen to their goals in order to develop a comprehensive holistic strategy.  Then I work with each person, family or business to implement a tailor-made plan designed just for them.

PRODUCTS AND SERVICES

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Stocks & Bonds
  • Managed Accounts
  • Wealth Management Services
  • Mutual Funds 
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in:
  • MO, CA, IL, FL, NC, OK, TX, VA and Life Insurance in KS
  • Registered to offer securities products in:
  • MO, IL, CA, FL, NC, & TX
  • Chairman’s Council Conference Qualifier 2007, 2009, 2012, & 2015
  • Platinum conference Life Member
  • Life Member of Million Dollar Round Table (MDRT)
  • Investment Advisor Representative of MML Investors Services, LLC
  • Series 7, 9, 10, 63, and 65 FINRA registrations
  • Retirement Income Certified Professional (RICP®) Designee

PERSONAL

  • Resident of St. Louis County
  • Married with two sons
  • Master’s in Business Administration from St. Louis University

ORGANIZATIONS

  • National Association of Insurance and Financial Advisors
  • Court of the Table MDRT
  • Member of Million Dollar Round Table (MDRT)