Unclaimed
Anita Katharine Marx is a registered representative with Northwestern Mutual Investment Services, LLC, and has been in the industry since November 2002. Anita is registered with FINRA and is licensed to sell a variety of financial products and services. Her office is located in Milwaukee, Wisconsin. Anita holds the Series 6, Series 7, and Series 26 licenses. She has been with Northwestern Mutual Investment Services, LLC since November 2002.
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
11/14/2002 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
BC
Issued 04/05/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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