Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Espinosa is a financial professional with over 18 years of experience in the industry. Roberto is currently registered with Northwestern Mutual Investment Services, LLC and has been with them since March 2005. Roberto holds the Series 6, Series 7, and Series 63 licenses. Roberto is licensed in 14 states. Roberto's primary branch location is in San Antonio, Texas. The main office for Northwestern Mutual Investment Services, LLC is located in Milwaukee, Wisconsin.
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
TX
03/09/2005 - Present
Northwestern Mutual Investment Services, LLC (SAN ANTONIO TX)
BC
Issued 03/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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