Unclaimed
Chad Reyes is a financial advisor with Northwestern Mutual Investment Services, LLC. Chad has been in the industry since January 1, 2018. Chad is registered to provide investment advice in 26 states and holds the Series 6, Series 63, and SIE licenses. Chad is located in Orlando, Florida and works out of the Northwestern Mutual Investment Services, LLC branch office located at 7380 W Sand Lake Rd, Ste 600, Orlando, Florida.
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
FL
01/02/2018 - Present
Northwestern Mutual Investment Services, LLC (Orlando FL)
BC
Issued 10/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Reyes is the right advisor for you? Invested Better is here to help.