Raja Mahtani

Raja Mahtani

Financial Services Representative & Investment Advisor Representative

Domicile State: AL
Phone: (251) 661-4090
Fax: (251) 661-4091
Mobile Phone: (251) 422-3103
E-mail:
 

A graduate of Saint Michael's College, Raja began his career in the financial services industry over three decades ago, and joined the company as a financial professional in 1998. Recognized for his leadership, outstanding sales performanceand service to clients, he has received numerous company and industry awards including MONY's Top Club, President's Council and Forum, as well as the industry's National Quality Award and the National Sales Achievement Award. Raja has also been invited to attend the company's Forum honor club. Raja also qualified for AXA Equitable's Circle of Excellence.

Active in the industry, Raja is a member of the National Association of Insurance and Financial Advisors, Mobile chapter, and a life and qualifying member of the Million Dollar Round Table (MDRT). MDRT is an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry.His personal interests are traveling around the world, tennis, enjoying the outdoors, and spending time with my family.  Raja resides in the Cottage Hill area of Mobile, AL. 

Raja understands the importance of helping clients make the most appropriate financial decisions possible and knows that people want to work with someone who is attentive to their personal needs. That's why he strives to provide clients with financial strategies that can help meet their objectives. He focuses on providing business, estate conservation and retirement planning strategies.         

*Funded through the use of life insurance and other financial products. 

 

Having lived in the Mobile County area for over 35 years, maintaining a strong sense of community and a solid professional foundation are very important to me.  My community activities and professional affiliations include:

 

  • Member of USA Gift Planning Council
  • Member of NAIFA
  • Member of India Association of Greater Mobile
  • Life and Qualifying member of MDRT
  • Securities Registrations Series 6, 7, 24, 63, 66
  • Completed Retirement Planning Specialist program at the Wharton School, University of Pennsylvania