Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pranav? Claim Your ProfilePranav Patel is a registered representative with Northwestern Mutual Investment Services, LLC. Pranav is a Series 63, 6TO, and SIE licensed financial professional and has been in the financial industry for approximately 6 months. Pranav has been registered with the state of California since December 2023, and is also registered in New Mexico and Texas. Pranav's current branch office is located at 2990 Lava Ridge Ct, Ste 210, Roseville, CA 95661. Northwestern Mutual Investment Services, LLC is a full-service investment firm specializing in providing investment advice and financial planning services to individuals and families. The firm offers a wide range of investment products and services, including mutual funds, stocks, bonds, and 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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CA
07/24/2023 - Present
Northwestern Mutual Investment Services, LLC (Roseville CA)
BC
Issued 12/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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