Unclaimed
Paul Jay Greenberg is a financial advisor with Northwestern Mutual Investment Services, LLC. Paul has been in the industry since 1997 and has a strong track record of providing financial guidance to individuals and families. Paul is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 26, and 63 licenses. Paul is committed to providing his clients with personalized financial advice that meets their unique needs.
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
07/07/1998 - Present
Northwestern Mutual Investment Services, LLC (ATLANTA GA)
VT
02/11/1997 - 05/18/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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