Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Alfredo Martinez-bergman is a financial professional affiliated with Northwestern Mutual Investment Services, LLC. Marcos Martinez-bergman is licensed to offer securities and investment advisory services in California, Colorado, Florida, Georgia, Nevada, North Carolina, North Dakota, South Carolina, and Texas. Marcos Martinez-bergman is a licensed agent with Northwestern Mutual Investment Services, LLC since November 16, 2020. Marcos Martinez-bergman has passed the SIE, Series 6TO, and Series 63 exams.
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
NV
11/16/2020 - Present
Northwestern Mutual Investment Services, LLC (Las Vegas NV)
BC
Issued 01/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marcos Martinez-bergman is the right advisor for you? Invested Better is here to help.
