Unclaimed
Cesar Estevez is a financial professional registered with Northwestern Mutual Investment Services, LLC. Cesar is licensed to provide investment advice and products in several states. Cesar has passed the Series 6TO, SIE and Series 63 exams to be able to offer investment advisory services and variable contracts.
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
GA
11/18/2022 - Present
Northwestern Mutual Investment Services, LLC (Atlanta GA)
BC
Issued 12/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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