Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cleopatra? Claim Your ProfileCleopatra Beharie is a registered representative with Northwestern Mutual Investment Services, LLC in Ocala, FL. Cleopatra has been in the industry since September 5, 2024 and holds the SIE and Series 6TO licenses. Cleopatra's firm, Northwestern Mutual Investment Services, LLC, has been in business since 1997. It specializes in financial planning and investment advisory services for individuals and businesses. The firm has over 2,000 licensed agents and investment advisor representatives nationwide.
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
09/05/2024 - Present
Northwestern Mutual Investment Services, LLC (Ocala FL)
BC
Issued 09/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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