Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chantz? Claim Your ProfileChantz Earl San nicolas is a licensed investment advisor representative at Northwestern Mutual Investment Services, LLC. Chantz has been in the industry for over 1 year and has a series 63 license as well as Series 6TO and SIE product licenses. Chantz is based in Seattle, WA and has experience with a range of clients.
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
WA
08/09/2024 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
WA
08/07/2023 - 04/16/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
BC
Issued 10/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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