Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pritesh? Claim Your ProfilePritesh S Patel is a financial advisor with Northwestern Mutual Investment Services, LLC in Schaumburg, Illinois. Pritesh has been in the financial services industry for over eight years. Pritesh is a registered representative with the state of Illinois and holds Series 6, 7, 63, and 65 licenses. Pritesh also has a Series SIE license.
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
IL
05/06/2015 - Present
Northwestern Mutual Investment Services, LLC (SCHAUMBURG IL)
IA
Issued 05/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Pritesh Patel is the right advisor for you? Invested Better is here to help.
