Unclaimed
Elliott Magri is a financial advisor with Northwestern Mutual Investment Services, LLC. Elliott is based in Tucson, AZ and has been working in the industry since 2021. Elliott is registered with FINRA and the state of Arizona, as well as a number of other states. Elliott holds a Series 66, Series 7TO, and SIE licenses. Elliott is able to provide a number of services to clients, including 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
AZ
10/01/2021 - Present
Northwestern Mutual Investment Services, LLC (Tucson AZ)
BOTH
Issued 09/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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