Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dena? Claim Your ProfileDena Patel is a financial professional with over 3 years of experience in the financial industry. Dena is currently registered with Northwestern Mutual Investment Services, LLC and is licensed to provide financial services in Georgia, Louisiana, and Texas. Dena previously worked with NYLIFE SECURITIES LLC. Dena holds the Series 63, SIE and Series 6TO licenses.
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
TX
01/25/2023 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
TX
01/01/2020 - 01/10/2023
NYLIFE SECURITIES LLC (FRISCO TX)
BC
Issued 07/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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