Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmelo? Claim Your ProfileCarmelo Patti is a registered representative with Northwestern Mutual Investment Services, LLC. Carmelo is licensed in Wisconsin and has been in the industry since March 21, 2024. Carmelo holds the Series 63, Series 6TO, and SIE licenses. Carmelo is located at the Elm Grove, WI office of Northwestern Mutual Investment Services.
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
WI
03/22/2024 - Present
Northwestern Mutual Investment Services, LLC (Elm Grove WI)
BC
Issued 04/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Carmelo Patti is the right advisor for you? Invested Better is here to help.
