Unclaimed
Natan Btesh is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Natan is registered with the state of Florida and holds the Series 7, Series 66, and SIE exams. Natan has been in the industry for over six years and has prior experience with Merrill Lynch. Natan's clients are predominantly high-net-worth individuals and other investment advisors.
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
FL
10/18/2018 - Present
Northwestern Mutual Investment Services, LLC (AVENTURA FL)
FL
04/10/2017 - 09/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 5/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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