Unclaimed
Alexis Townsley is a financial advisor registered with Northwestern Mutual Investment Services, LLC, and has been in the industry since May 26, 2015. Alexis holds the Series 7, Series 24, and SIE licenses. Alexis is located in Milwaukee, Wisconsin and is licensed to offer financial services in 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
WI
05/26/2015 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
BC
Issued 11/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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