Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Joseph McNellis is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Paul McNellis has been working in the financial industry since June 30, 2001. Paul McNellis is registered with FINRA and licensed in several states, including Illinois, Indiana, Texas, Washington, Florida, Colorado, and South Carolina. Paul McNellis is a Series 7 and Series 66 registered representative. Paul McNellis is also a registered investment advisor representative in Illinois. Paul McNellis is an executor/successor trustee of the Merlin P. McNellis Declaration of Trust and a 50% owner of MCTRANDO FARMS, LLC.
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
IL
07/29/2010 - Present
Northwestern Mutual Investment Services, LLC (Naperville IL)
NY
05/18/2001 - 11/19/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 05/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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