Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flory? Claim Your ProfileFlory Marisela Jerez-villasenor is a registered representative with Northwestern Mutual Investment Services, LLC, a firm based in Milwaukee, WI. Flory has been in the securities industry since January 18, 2020 and has experience in providing investment research and referrals to other advisors. Flory has a Series 7TO, Series 63, and Series 24 licenses. Flory is currently registered in Florida, Illinois, and Wisconsin.
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
WI
01/18/2020 - Present
Northwestern Mutual Investment Services, LLC (MEQUON WI)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Flory Jerez-villasenor is the right advisor for you? Invested Better is here to help.
