Unclaimed
Robert Movelle is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Robert is located in Schaumburg, Illinois. Robert has been a registered investment advisor since 2011. The advisor has a strong track record in the industry. Robert's professional experience includes positions with various firms in the financial industry. This includes roles at both Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company. Robert has also been active in serving clients across multiple states.
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
IL
01/20/2011 - Present
Northwestern Mutual Investment Services, LLC (SCHAUMBURG IL)
BOTH
Issued 01/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/29/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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