Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Robert Zurlinden has been in the financial services industry since March 17, 1996. Paul is currently registered with Northwestern Mutual Investment Services, LLC. Paul has a Series 7, Series 63, and Series 65 license. Paul has been registered with the state of Missouri since July 11, 2003, and with the state of Alabama since January 21, 2010. Paul is also registered with the state of Florida, Georgia, Kentucky, New York, and Ohio. Paul has earned commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products.
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
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2
MO
02/23/2005 - Present
Northwestern Mutual Investment Services, LLC (Clayton MO)
MO
03/18/1996 - 07/24/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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