Unclaimed
Andrea Phillips is a financial professional with Northwestern Mutual Investment Services, LLC. Andrea has been in the financial services industry since 2007. Andrea holds the Series 6, Series 26, and SIE licenses. Andrea has been registered with Northwestern Mutual Investment Services, LLC since April 12, 2018.
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
04/12/2018 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
07/04/2005 - 05/02/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 11/14/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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