Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yatin? Claim Your ProfileYatin Desai is a financial advisor with Northwestern Mutual Investment Services, LLC. Yatin has been working in the financial services industry since 1991. Yatin is registered with FINRA and is a Series 6, Series 7, and SIE licensed professional. Yatin is currently working in the Beavercreek, Ohio branch office. Previous employers include UBS Paine Webber Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America.
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
OH
01/15/2007 - Present
Northwestern Mutual Investment Services, LLC (Beavercreek OH)
NJ
10/11/2002 - 11/18/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
08/15/1991 - 07/20/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/15/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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