Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Magalhães dos santos is a registered representative with Northwestern Mutual Investment Services, LLC. Ivan has worked in the financial services industry for over 1 year. Ivan holds Series 7TO, SIE, and Series 63 licenses and is registered in Colorado and Texas. Before joining Northwestern Mutual Investment Services, LLC, Ivan worked at Fidelity Brokerage Services LLC and Fidelity Distributors Company LLC.
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
CO
04/17/2024 - Present
Northwestern Mutual Investment Services, LLC (DENVER CO)
TX
05/01/2023 - 01/16/2024
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
TX
02/04/2023 - 04/05/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 02/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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