Unclaimed
Tania Yaneth Jimenez is a registered representative associated with Northwestern Mutual Investment Services, LLC. Tania is registered with FINRA and the state of California and has been in the industry since August 2017. Tania holds the Series 6, Series 63, and SIE licenses. Tania is located at 2800 28th St Ste 327 in Santa Monica, California.
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
CA
08/09/2017 - Present
Northwestern Mutual Investment Services, LLC (Santa Monica CA)
BC
Issued 02/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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