Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Surekha? Claim Your ProfileSurekha V Puram is a financial advisor currently registered with Northwestern Mutual Investment Services, LLC. Surekha has been working in the financial services industry since August 2004. Surekha's office is located in Minneapolis, Minnesota at 225 S 6TH ST STE 4500. Surekha is licensed in Minnesota and holds the Series 6, Series 63, and SIE licenses.
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
MN
08/05/2004 - Present
Northwestern Mutual Investment Services, LLC (MINNEAPOLIS MN)
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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