Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robert Merchant is a financial advisor with Northwestern Mutual Investment Services, LLC, registered in Indiana. Mark has 13 years of experience in the industry, working with clients across various states. Mark holds licenses for Series 66 and Series 7. In addition to his work with Northwestern Mutual Investment Services, LLC, Mark has worked with MML Investors Services, LLC, OneAmerica Securities, Inc., First Allied Securities, Inc., and Keenan Blanchford. Mark is committed to providing a personalized and comprehensive financial planning experience to his clients.
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
IN
09/12/2017 - Present
Northwestern Mutual Investment Services, LLC (Indianapolis IN)
IN
01/07/2013 - 08/18/2017
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
IN
06/21/2011 - 10/01/2012
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
04/27/2011 - 06/06/2011
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 05/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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