Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meena? Claim Your ProfileMeena Kotak is a registered representative with Northwestern Mutual Investment Services, LLC. Meena Kotak has been in the industry for 11 years. Meena Kotak is licensed to sell securities in Wisconsin. Meena Kotak is also a licensed attorney in the state of California. Meena Kotak's office is located in Fallbrook, California. Meena Kotak is also registered with Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Meena Kotak is a registered representative of Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is an investment advisor that provides investment advisory services to individuals, corporations, and other entities. The firm's services include financial planning, investment management, and retirement planning. The firm is headquartered in Milwaukee, Wisconsin, and has offices throughout the United States.
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
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CA
02/04/2025 - Present
Northwestern Mutual Investment Services, LLC (Fallbrook CA)
Active
Inactive
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