Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Izaak? Claim Your ProfileIzaak Ortiz is a registered representative with Northwestern Mutual Investment Services, LLC. Izaak has been in the industry since December 8th, 2023. Izaak holds licenses for Series 63, Series 6TO, and SIE. Izaak is licensed in Wisconsin. Izaak is located in Wausau, WI and works out of the Northwestern Mutual Investment Services, LLC office in Wausau, WI.
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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WI
12/08/2023 - Present
Northwestern Mutual Investment Services, LLC (Wausau WI)
BC
Issued 12/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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