Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marquis? Claim Your ProfileMarquis Terrell is a financial advisor at Northwestern Mutual Investment Services, LLC. Marquis has been in the industry since October 2019. Marquis is registered with FINRA as a Registered Representative. Marquis's firm specializes in financial planning and portfolio management. Marquis holds Series 63, 7TO and SIE licenses. Marquis is registered to conduct business in the following states: Arizona, California, Colorado, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington.
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
NY
10/10/2019 - Present
Northwestern Mutual Investment Services, LLC (Albany NY)
BC
Issued 11/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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