Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giancarlo? Claim Your ProfileGiancarlo Montufar is a registered representative with Northwestern Mutual Investment Services, LLC, currently based in St Simons Is, Georgia. Giancarlo holds Series 63, 6TO, 7TO, and SIE licenses. He has been in the securities industry since November 2021. His current firm is Northwestern Mutual Investment Services, LLC, a firm based in Milwaukee, Wisconsin. Giancarlo is registered with the states of California, Florida, Georgia, New York, North Carolina, and Texas.
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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GA
11/19/2021 - Present
Northwestern Mutual Investment Services, LLC (ST SIMONS IS GA)
BC
Issued 12/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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