Unclaimed
Ksenia Lutfullina is a financial professional with Northwestern Mutual Investment Services, LLC. Ksenia has been in the industry since February 14, 2013 and has her Series 6, Series 63, and SIE licenses. Ksenia is registered to offer securities in Arizona, California, Florida, New York, and Texas. Ksenia specializes in investment research and referrals to other advisors. Ksenia's clients include banking or thrift institutions.
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
FL
02/15/2013 - Present
Northwestern Mutual Investment Services, LLC (N Miami Beach FL)
BC
Issued 03/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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