Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Michelle Perez-garcia is a registered representative of Northwestern Mutual Investment Services, LLC and has been in the industry since 2023. Elizabeth Michelle Perez-garcia is registered in 10 states, including Alaska, District of Columbia, Kansas, Massachusetts, New Jersey, North Carolina, Ohio, South Carolina, Virginia and Washington. Elizabeth Michelle Perez-garcia holds Series 63, Series 6TO and SIE licenses. Elizabeth Michelle Perez-garcia 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
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2
NC
09/11/2023 - Present
Northwestern Mutual Investment Services, LLC (GREENSBORO NC)
BC
Issued 11/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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