Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandro? Claim Your ProfileAlexandro Ortiz is a financial advisor with Northwestern Mutual Investment Services, LLC. Alexandro has been in the industry since June 11, 2019. Alexandro is licensed to provide investment advice in 51 states. Alexandro holds Series 63, Series 7, Series 9, Series 10, and SIE licenses.
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
IL
06/12/2019 - Present
Northwestern Mutual Investment Services, LLC (SKOKIE IL)
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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