Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Limon rivas is a financial advisor located in Waukesha, WI. Margarita Limon rivas is registered with Northwestern Mutual Investment Services, LLC, a firm with over 2,000 licensed agents and investment advisor representatives. Margarita Limon rivas is approved to conduct business in Wisconsin and has the Series 63, Series 6TO, and SIE securities licenses.
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
05/21/2020 - Present
Northwestern Mutual Investment Services, LLC (Waukesha WI)
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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