Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pritesh? Claim Your ProfilePritesh Patel is a financial advisor with Northwestern Mutual Investment Services, LLC. Pritesh has been in the financial services industry since October 2014. Pritesh is registered with the state of Illinois as a registered representative and an investment adviser representative. Pritesh holds the Series 6, 7, 63 and 65 licenses. Pritesh earned commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products. Pritesh also had a 50% ownership in a non-financial services business, P and N Investments, until 2018.
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
IL
05/06/2015 - Present
Northwestern Mutual Investment Services, LLC (SCHAUMBURG IL)
IA
Issued 5/1/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/4/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/4/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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