Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Dipak Patel is a registered representative with Northwestern Mutual Investment Services, LLC and has been in the industry since June 11, 2013. Amit is licensed in several states, including Florida, California, Connecticut, Georgia, and North Carolina. Amit holds the Series 6, Series 63, and SIE licenses. In addition to working with Northwestern Mutual Investment Services, LLC, Amit has previously worked with the firm from 2012 to 2018.
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
FL
05/14/2018 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
FL
11/26/2014 - 03/19/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
FL
10/03/2012 - 05/12/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
BC
Issued 08/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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