Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shreoshi? Claim Your ProfileShreoshi Saha is a registered representative with Northwestern Mutual Investment Services, LLC. Shreoshi is licensed in Florida and has been in the industry since September 2021. Shreoshi has earned Series 63, Series 7TO and SIE licenses and is currently based in West Palm Beach, FL. Prior to joining Northwestern Mutual Investment Services, LLC in West Palm Beach, Shreoshi worked in the Orlando, FL office of the same firm.
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
FL
07/16/2024 - Present
Northwestern Mutual Investment Services, LLC (WEST PALM BCH FL)
FL
03/29/2021 - 01/11/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
BC
Issued 10/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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