Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gleeson is a financial advisor with Northwestern Mutual Investment Services, LLC. Paul has been in the industry since 2009. Paul has experience with First Investors Corporation, a firm that is no longer active. Paul is registered with the following securities regulators: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Paul holds the Series 6, Series 7, Series 63, and SIE 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
GA
01/03/2018 - Present
Northwestern Mutual Investment Services, LLC (Atlanta GA)
GA
05/02/2017 - 11/07/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
GA
11/15/2007 - 06/23/2015
FIRST INVESTORS CORPORATION (ATLANTA GA)
BC
Issued 11/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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