Unclaimed
Alexa Lynne Philbrick is a financial advisor with Northwestern Mutual Investment Services, LLC. Alexa is a licensed representative in 22 states and holds the Series 6TO, Series 63, and SIE licenses. Alexa is located in West Hartford, CT and has been in the financial industry since December 2022.
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
CT
12/12/2022 - Present
Northwestern Mutual Investment Services, LLC (WEST HARTFORD CT)
BC
Issued 01/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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