Unclaimed
Dorel Marchis is a financial professional with over 20 years of experience in the financial services industry. Dorel is registered with Northwestern Mutual Investment Services, LLC and has held licenses in 20 different states. Dorel is a Series 6, 7, 63, and 65 licensed professional. In addition to their financial services expertise, Dorel holds licenses in various states, including Illinois, Arizona, Arkansas, and California. Dorel has a broad range of experience, including investment management, financial planning, and insurance sales. Dorel is committed to providing their clients with personalized financial guidance and support.
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 12/1/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 1/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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