Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Lovera is a registered representative with Northwestern Mutual Investment Services, LLC. Carlos is licensed to provide investment advice and products in Arkansas, California, Colorado, Florida, Illinois, New York, North Carolina, Tennessee, Texas, and Virginia. Carlos's firm is based in Milwaukee, Wisconsin and has over 2,300 licensed agents and registered representatives. The firm's main office is located at 720 East Wisconsin Avenue. Carlos's current employment with the firm began on January 11, 2021. Carlos has been in the financial industry for over 10 years.
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
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CA
01/11/2021 - Present
Northwestern Mutual Investment Services, LLC (BAKERSFIELD CA)
BC
Issued 03/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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