Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Benitez is a financial professional with Northwestern Mutual Investment Services, LLC based in Washington, DC. Megan has been working in the financial services industry since May 2020. Megan's expertise lies in investment company products and variable contracts, as demonstrated by her Series 6TO and SIE licenses. She holds licenses in both the District of Columbia and Virginia. Megan works with clients across a range of industries, including banking and thrift institutions.
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
DC
05/23/2020 - Present
Northwestern Mutual Investment Services, LLC (WASHINGTON DC)
BC
Issued 07/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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