Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guadalupe? Claim Your ProfileGuadalupe Ortega is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Guadalupe is registered with FINRA and the state of California. Guadalupe specializes in Investment Company Products/Variable Contracts Representative, Series 6TO.
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
CA
07/27/2023 - Present
Northwestern Mutual Investment Services, LLC (IRVINE CA)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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