Unclaimed
Dorel Marchis is a registered representative with Northwestern Mutual Investment Services, LLC. Dorel has been in the financial industry since 2002 and is registered in 21 states. Dorel is a Series 6, 7, 63 and 65 licensed professional and has a strong commitment to providing clients with personalized financial advice. Dorel is dedicated to helping clients achieve their financial goals through a variety of financial products and services, including investment management, insurance and financial planning.
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
IL
12/02/2008 - Present
Northwestern Mutual Investment Services, LLC (Naperville IL)
IA
Issued 12/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dorel Marchis is the right advisor for you? Invested Better is here to help.