Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Montello is an investment advisor representative at Northwestern Mutual Investment Services, LLC. Paul has been in the financial services industry since March 14, 2000 and has been registered with the state of Kansas since April 2, 2009. Paul holds the following licenses and certifications: Series 6, Series 7, Series 9, Series 26, Series 63, and Series 65. Paul also holds a SIE license. Paul's main office is located in Olathe, Kansas. In addition to being a registered representative with Northwestern Mutual Investment Services, LLC, Paul is also a facilitator for DI Confidence and Conviction Sales Camp. Paul provides investment research and referrals to other advisors.
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
KS
04/02/2009 - Present
Northwestern Mutual Investment Services, LLC (Olathe KS)
WI
05/08/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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