Unclaimed
Andrea Shelton is a financial professional with Northwestern Mutual Investment Services, LLC. Andrea has been in the financial services industry since 2007 and has experience in financial planning and investment management. Andrea has a Series 7, 6, and 66 licenses and is registered to sell securities in Illinois and Missouri. Andrea is also registered as an Investment Advisor Representative in Missouri. Andrea may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products.
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
MO
08/15/2012 - Present
Northwestern Mutual Investment Services, LLC (Clayton MO)
BOTH
Issued 08/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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