Unclaimed
Paul Martin Isgar is a financial advisor based in Orlando, Florida. Paul has been in the financial services industry since 1989 and is currently registered with Northwestern Mutual Investment Services, LLC. Paul also has previous experience with Robert W. Baird & Co. Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Paul holds a variety of licenses and certifications including Series 6, 7, 63, 66, and 12. Paul may also earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products. Paul is the owner of a rental property (commercial) in Orlando, Florida.
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
FL
09/23/2003 - Present
Northwestern Mutual Investment Services, LLC (ORLANDO FL)
WI
02/07/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
03/20/1989 - 11/01/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/1989 - 11/01/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1999
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Isgar is the right advisor for you? Invested Better is here to help.