Unclaimed
Alejandro Marchan is a financial advisor with Northwestern Mutual Investment Services, LLC, where he has been registered since May 28, 2012. Alejandro has been in the financial services industry since May 28, 2012. Alejandro is licensed in multiple states across the country, including Wisconsin, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Utah, Washington and Wyoming.
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
WI
05/28/2012 - Present
Northwestern Mutual Investment Services, LLC (Whitefish Bay WI)
BC
Issued 08/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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