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Paul Lawrence Levine

Northwestern Mutual Investment Services, LLC

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About Paul Lawrence Levine

Paul Lawrence Levine is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Northwestern Mutual Investment Services, LLC, and has offices in White Plains, New York. Before joining Northwestern Mutual, Paul worked at Robert W. Baird & Co. Incorporated, Moore & Schley, Cameron & Co., and MKI Securities Corp. Paul is licensed to sell securities in several states including New York, California, Florida and Illinois. Paul is a highly experienced financial advisor, specializing in providing investment advice, research, and referrals to other advisors.

Firm Information

Paul Levine is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Paul Levine’s Registration & Firm History

NY

07/14/1994 - Present

Northwestern Mutual Investment Services, LLC (WHITE PLAINS NY)

WI

07/14/1994 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NA

02/20/1984 - 04/12/1985

MOORE & SCHLEY, CAMERON & CO.

NA

04/13/1981 - 11/24/1981

MKI SECURITIES CORP.

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Licenses & Designations

BOTH

Issued 05/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/11/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/07/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Lawrence Levine.
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