Unclaimed
Antonette Volpendesta is a financial advisor registered with Northwestern Mutual Investment Services, LLC. She is located in Milwaukee, WI and has been a part of the financial services industry since November 1, 2008. Antonette has been registered with Northwestern Mutual Investment Services, LLC since September 24, 2019. Prior to that, Antonette was registered with Charles Schwab & Co., Inc. and Northwestern Mutual Investment Services, LLC in various locations. Antonette is a Series 7 and SIE licensed representative.
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
09/24/2019 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
09/02/2014 - 04/05/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)
CO
06/27/2007 - 10/14/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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