Unclaimed
Chloe Banyots is a registered representative with Northwestern Mutual Investment Services, LLC, where she has been employed since September 14, 2015. Chloe is licensed in Ohio and has passed the Series 6, Series 7TO, Series 63, and SIE exams. Chloe specializes in 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
OH
09/14/2015 - Present
Northwestern Mutual Investment Services, LLC (Westlake OH)
BC
Issued 01/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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