Unclaimed
Marc Kiser is a financial professional with experience in the industry since November 12, 2021. Marc Kiser holds the Series 63, Series 7TO, and SIE licenses. Marc Kiser is currently registered with Northwestern Mutual Investment Services, 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
WI
04/19/2023 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
TX
11/08/2021 - 02/24/2023
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
09/01/2021 - 10/18/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 09/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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