Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Portela is a financial professional registered with Northwestern Mutual Investment Services, LLC. Alberto holds Series 6, Series 26 and Series 63 licenses. Alberto has been in the financial services industry since 2015 and is registered in 17 states. Alberto is also registered with FINRA.
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
NJ
04/02/2019 - Present
Northwestern Mutual Investment Services, LLC (MOUNT LAUREL NJ)
PA
06/15/2015 - 03/14/2019
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
BC
Issued 10/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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