Unclaimed
Reena Patel Bland has been in the financial services industry since May 1999. Reena is currently registered with Northwestern Mutual Investment Services, LLC. Reena is licensed to provide securities and investment advisory services in 12 states. Reena has passed the Series 6, Series 63, and SIE exams. Reena was previously employed by Robert W. Baird & Co. Incorporated.
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
NC
05/11/1999 - Present
Northwestern Mutual Investment Services, LLC (Raleigh NC)
WI
05/18/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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