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    Rekha Patel

    MassMutual Texas Gulf Coast - Main Office
    3700 W Sam Houston Parkway South Suite 400 Houston, TX 77042-5118
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    Check the background of this investment professional on FINRA's BrokerCheck

    About Rekha

    EDUCATION

    Bachelor of Commerce, L.L.B. M.S. University

    QUALIFICATIONS

    Series 6  

    Investment Company/Variable Contract Limited Representative

    Group 1

    Licensed to sell Life & Health Insurance in MI, TX

    3-Time Leaders Conference Qualifier

    27 years of industry experience

    Securities registered in MI, KY, TX

    BUSINESS PHILOSOPHY 

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. Protecting what you’ve built and the people you love is the first step in securing your tomorrow.

    PROFESSIONAL EXPERIENCE

    27 years of financial industry experience.

    PRODUCTS AND SERVICES

    • Fixed Annuities
    • Variable Annuities
    • Charitable Giving Strategies
    • Disability Income Insurance
    • Estate Conservation Strategies
    • Education Funding Strategies
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Mortgage Protection (through life insurance and disability income insurance)
    • Medicare Supplement Coverage
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.  Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I am a registered representative of and offer securities through MSI Financial Services, Inc. Member SIPC  Some health insurance products offered by unaffiliated insurers. L0916477292[exp0817][KY,MI,TX]

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Rekha Patel is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 3700 W Sam Houston Parkway South, Suite 400, Houston, TX 77042-5118, Tel: (832) 251-5400

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Kentucky, Michigan, Texas

    I am licensed to sell Securities Products in the following jurisdictions:
    Kentucky, Texas

    Rekha Patel , Houston, TX

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