Unclaimed
Alin Patel is a registered representative with Northwestern Mutual Investment Services, LLC. Alin is licensed to provide investment advice in Indiana and Kentucky. Alin specializes in investment research and refers clients to other advisers when necessary. Alin has been working in the financial services industry since July 2020.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
KY
07/03/2020 - Present
Northwestern Mutual Investment Services, LLC (LOUISVILLE KY)
BC
Issued 07/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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