Meena Kotak

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 04/2024
  Wells Fargo Bank
  El Segundo, CA
• 10/2021 → 04/2024
  Wells Fargo Clearing Services
  El Segundo, CA
• 12/2024 → Present
  Northwestern Mutual Investment Services Llc
  Milwaukee, WI
• 08/2024 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2024 → 08/2024
  Unemployed
  San Diego, CA

Previous Registrations

• 2023-02-10 → 2024-04-26
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
  El Monte, CA
• 2022-03-01 → 2024-04-26
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  El Segundo, CA
  Fallbrook, CA

Other Businesses

CA LAW LICENSE, NOT INV RELATED, STATE OF CALIFORNIA, START 12/1/2000, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, MAINTAIN ATTORNEY LICENSE.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-01

Other Names

• Meena Kotak Mcgoldrick