Unclaimed
Percy J. Avetrani is a registered representative of Northwestern Mutual Investment Services, LLC, located in CORAL GABLES, FL. Percy has been in the industry since 2007 and holds the Series 6, 7TO and 63 licenses. Percy has active registrations in 19 states. The individual is affiliated with Northwestern Mutual Investment Services, LLC. The firm specializes in providing financial services including investment research, referrals to other advisors, and portfolio management for individuals.
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
09/20/2007 - Present
Northwestern Mutual Investment Services, LLC (CORAL GABLES FL)
BC
Issued 07/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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