The Waltos Group

 


J. Nicholas Pierson
Financial Representative
949-863-5800
Visit Nick's web site.

Nick Pierson has been a Financial Representative with Northwestern Mutual Financial Network since 1977. He is a ceritifed speaker in the Spanish language.

Nick shares his experience on the career and his experience as a financial representative:

"As a Financial Representative, I find the greatest reward is the appreciation from clients for representing one of the best life insurance companies in the world. I appreciate the freedom I have to maximize my potential and help the most people. The career has its challenges, too, such as focusing on the aspects of our business that drive production, like prospecting. And early on, the greatest challenge was meeting the financial or cash flow requirements for my family. In my career so far, I have learned that I still have a lot more to improve upon."

"There have been many times where, in a meeting with a client, I am able to share information with them that in some way is a catalyst to take action that is in their best interests, action which they probably would have procrastinated on without a motivating conversation."

"What distinguishes Northwestern Mutual Financial Network from others in the financial services business is the fact that Northwestern Mutual is a company of high quality. The high quality attracts a very high quality client, and the ability to attract a high quality client attracts a high quality representative, which in turn makes the company better and the circle goes on."

"If you're considering this career, follow the advice and training you are given and get five referrals a day. It is a great career once you commit to being the best prospector you can be and to helping the most people you can."

 

Copyright 2008 , The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Robert J Waltos Jr is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1500 Quail St Ste 600, Newport Beach, CA, 92660, (949) 863-5800, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Waltos Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Robert J Waltos Jr, General Agent, The Waltos Group has Financial Representatives that are primarily licensed in California.

 
   
 

1500 Quail St Ste 600
Newport Beach, CA 92660
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Office: 949-863-5800
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Bob Waltos, CLU, ChFC, MSM, MSFS, CFP®
CA #0C69920

 
 

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