Kunal
Patel

Northwestern Mutual Investment Services, LLC

CRD#6571852
Investment Advisor
in Tampa, FL

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About this Advisor

Kunal Patel is a financial advisor based in Tampa, Florida, working with Northwestern Mutual Investment Services, LLC. Kunal has previously held positions at Us Bank, U.S. Bancorp Investments, Inc, Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Northwestern Mutual Life Insurance, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Wealth Management Company. Kunal has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Kunal is part of Northwestern Mutual Investment Services, LLC, which operates out of Tampa, Florida. The firm has 2,537 employees and offers various services. The fee structure at Northwestern Mutual Investment Services, LLC includes fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

1511 N West Shore Blvd Suite 800
Tampa, FL 33607

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,537

FL Average: 43

Investment Advisory Services

  • Other

Kunal Patel Work History

2022 - Present (2 years)

Northwestern Mutual Investment Services LLC

2022 - Present (2 years)

Northwestern Mutual Wealth Management Company

2021 - Present (3 years)

Northwestern Mutual Life Insurance

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2021 (5 years)

Wells Fargo Bank Na

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

U.S. Bancorp Investments, Inc

2013 - 2016 (3 years)

Us Bank

Disclosures

Please visit the SEC profile of Kunal Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwestern Mutual Investment Services,LLC

Stephanie Watson
New York, NY
Benjamin Hershey
Mechanicsburg, PA
Spencer Croft
Reston, VA
Ronald Coulson
Leawood, KS
Reem Rawashdeh
Omaha, NE
Drew Snodgrass
Springfield, IL
William Vincent
Peachtree Corners, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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