Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Holder is a financial advisor with Northwestern Mutual Investment Services, LLC. Mark has been in the industry since 2001 and is registered in 27 states. He provides investment research and referrals to other advisors. Mark can also assist you with investment planning, retirement planning, insurance planning, and college savings planning.
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
KS
11/12/2013 - Present
Northwestern Mutual Investment Services, LLC (LEAWOOD KS)
WI
09/28/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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