Charles Marciano, financial advisor Raleigh NC
96 score

Charles Marciano

CRD Number: 1144653
Current Firm: Northwestern Mutual Investment Services,llc

Charles Marciano (CRD# 1144653) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Raleigh, NC and has over 26 years of experience in the finance industry. Charles Marciano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Investment Services LLC Raleigh, NC Jun 2015 - Current 1
Northwestern Mutual Investment Services LLC Raleigh, NC Jun 2015 - Current 1
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2010 - Current 6
The Northwestern Mutual Life Ins Co Milwaukee, WI Jan 1999 - Current 17
The Advisors Group, Inc. Iselin, NJ May 1990 - Current 26
Acacia Group Iselin, NJ Mar 1990 - Current 26
Acacia Mutual Life Washington, DC Feb 1985 - Current 31
Kamp Associates Marlto, NJ Jul 1984 - Current 32
Northwestern Mutual Investment Services, LLC Princeton, NJ Apr 2011 - Jun 2015 4
Northwestern Mutual Investment Services, LLC Princeton, NJ Apr 2011 - Jun 2015 4
Northwestern Mutual Investment Services, LLC Riverside, CA Dec 2006 - Mar 2011 4
Northwestern Mutual Investment Services, LLC Riverside, CA Oct 2006 - Mar 2011 4
Northwestern Mutual Investment Services, LLC Princeton, NJ Mar 2006 - Dec 2006 < 1
Northwestern Mutual Investment Services, LLC Princeton, NJ Feb 1999 - Oct 2006 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Charles T. Marciano
Phone Number: 866-664-7737
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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