Unclaimed
Amanda Mortenson is a financial advisor at Northwestern Mutual Investment Services, LLC. Amanda holds a Series 6 license and has been in the industry since 2014. She is registered in five states: Arizona, Florida, Minnesota, North Dakota and Texas. The Baxter, MN branch office where Amanda is located has been a Northwestern Mutual location since December 2012.
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
MN
02/16/2017 - Present
Northwestern Mutual Investment Services, LLC (BAXTER MN)
MN
03/10/2014 - 01/20/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BAXTER MN)
BC
Issued 04/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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