Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kenji Leong is a financial professional with over 10 years of experience in the industry. Mark is registered with Northwestern Mutual Investment Services, LLC and has a Series 6, 7, 63, and 65 license. Mark is licensed to provide financial advice in 13 states. In addition to his work with Northwestern Mutual, Mark may also earn commissions for sales of non-variable life, health, Medicare, annuity, disability, and long-term care insurance products. Mark is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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
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2
HI
03/25/2015 - Present
Northwestern Mutual Investment Services, LLC (HONOLULU HI)
IA
Issued 03/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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