Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Michael Ortega is a financial advisor with Northwestern Mutual Investment Services, LLC in Lakewood, Colorado. Jerome is a registered representative in 17 states. He is Series 63, Series 6TO, and SIE licensed. He is also a registered representative with FINRA. Jerome focuses on providing investment research and referrals to other advisors. He has over 2 years of experience in the financial services industry.
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
10/04/2021 - Present
Northwestern Mutual Investment Services, LLC (LAKEWOOD CO)
BC
Issued 06/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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