Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Kloety is a financial professional with over 20 years of experience in the financial services industry. Marci is currently registered with Northwestern Mutual Investment Services, LLC and holds Series 6, 7 and 63 licenses as well as the SIE exam. Marci has been with Northwestern Mutual since 2013. Prior to that, Marci was with Thrivent Investment Management Inc. from 2000 to 2002. Marci is licensed in Minnesota, North Dakota, South Dakota and Vermont.
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
MN
06/10/2013 - Present
Northwestern Mutual Investment Services, LLC (Thief River Falls MN)
MN
06/21/2000 - 08/22/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 03/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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