Unclaimed
Margot Cerutti is a registered representative with Northwestern Mutual Investment Services, LLC. Margot holds a Series 63 and Series 7TO licenses. Margot is also a licensed securities agent in New Jersey. Margot’s branch office is located in Princeton, NJ.
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
NJ
04/11/2022 - Present
Northwestern Mutual Investment Services, LLC (Princeton NJ)
BC
Issued 05/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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