Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle John Maretech is a registered representative with Northwestern Mutual Investment Services, LLC, a firm headquartered in Milwaukee, Wisconsin. Lyle John Maretech has been in the financial industry for over 30 years and has experience working with a variety of clients, including banking and thrift institutions. Lyle John Maretech offers investment research and referrals to other advisors.
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
06/02/2009 - Present
Northwestern Mutual Investment Services, LLC (DENVER CO)
CO
06/27/2007 - 06/10/2008
ROBERT W. BAIRD & CO. INCORPORATED (BOULDER CO)
CO
04/02/2007 - 07/09/2007
MORGAN STANLEY & CO., INCORPORATED (BOULDER CO)
CO
02/24/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BOULDER CO)
MO
09/24/2002 - 02/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/13/1999 - 08/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
02/03/1999 - 09/17/1999
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
TX
10/13/1993 - 10/22/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
10/05/1992 - 04/19/1993
R A F FINANCIAL CORPORATION (DENVER CO)
IA
Issued 06/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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