Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gouri? Claim Your ProfileGouri Menon Kumar is a financial advisor registered in Florida. Gouri has been in the financial industry since May 2016 and is currently associated with Northwestern Mutual Investment Services, LLC. Gouri is a licensed agent in Florida and has successfully passed the Series 6, Series 7, Series 63 and SIE exams.
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
05/25/2016 - Present
Northwestern Mutual Investment Services, LLC (Gainesville FL)
BC
Issued 09/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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