Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Margolin is an active Investment Advisor Representative registered with Northwestern Mutual Investment Services, LLC. Benjamin has been in the securities industry since December 15, 2014. Benjamin is a licensed securities professional in 26 states and the District of Columbia. In addition to working as an Investment Advisor Representative, Benjamin is a lecturer for the University of Iowa Business School. Benjamin provides investment research and referrals to other advisors.
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
IA
01/08/2015 - Present
Northwestern Mutual Investment Services, LLC (CORALVILLE IA)
BOTH
Issued 12/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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